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I signed in to finish adding my last two bank statements in 2019 and the date of my last entry was in March. Any ideas on how I can get them back?

 
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QuickBooks Team

I signed in to finish adding my last two bank statements in 2019 and the date of my last entry was in March. Any ideas on how I can get them back?

Hello, @hjzimberg.

 

Let's first manually update your connected bank account. Once completed, you can manually import your 

 

Here's how to manually update your bank's transactions:

  1. Go to Banking.
  2. Choose the account you need.
  3. Click the pencil icon for the bank you need to update.
  4. Select Edit sign-info.
  5. Enter your credentials.
  6. Push Update.

You can refer to this article for more detailed steps: How to manually update bank accounts.

 

Now, we can import the rest of the transactions from April 2019 to the date that your bank has automatically updated. Here's how your CSV file should look like:

 

3 columns

User-added image

 

4 columns

User-added image

 

You can use these articles for more detailed steps in importing your transactions:

In addition, here are some articles to help review your bank and credit card transactions:

Always gets back to us here if you have other questions. I'm always here to help.

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