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cesarridenis
Level 1

Hello everyone i was eondering if there is a way to add passed transaction to quickbooks example years from 2015 to 2019 i didnt have QB at that time but have statements

 
2 Comments 2
PurinityFinancial
Level 1

Hello everyone i was eondering if there is a way to add passed transaction to quickbooks example years from 2015 to 2019 i didnt have QB at that time but have statements

There are various ways to bulk import transactions into QBO depending on what subscription plan you have. You can upload the previous transactions from a csv file or use a third party app. Approximately how many transactions total do you need to import into QBO?

DebSheenD
QuickBooks Team

Hello everyone i was eondering if there is a way to add passed transaction to quickbooks example years from 2015 to 2019 i didnt have QB at that time but have statements

Hello there, @cesarridenis.

 

Welcome to QuickBooks Community. I'm happy to help you!

 

We can use the bank register to manually enter transactions from bank statements to your QuickBooks Online account. 

 

First, add a new bank account from the Chart of Accounts.

 

  1. Go to the Accounting menu.
  2. Within the Chart of Accounts tab, click New.
  3. Enter the name of the bank and other required details.
  4. Choose when you want to start tracking your finances make sure to enter the correct one. In the Balance field, enter the amount in the account.
  5. Once done, hit Save and close.
    hyy.PNG

 

Once done, manually record your bank transactions from 2015-2019:

 

  1. Pick the bank you’re working on. Then, click the link for View Register under the Action column.
    ki.PNG
  2. When the Bank Register page opens, navigate to the Date column.
  3. Click the dropdown arrow below to select which transaction to enter.
  4. For example, Check, Deposit, etc. It will expand the line where you can enter the information.
  5. Once done, hit Save to record it.
    lp.PNG
  6. Follow the same process for all entries you want to input in QBO.


With regard to adding transactions, you can use the Web Connect or CSV file. You can download this file from your bank's website, then import the transactions in QuickBooks Online. The instructions can be found in these articles:

 

I'm adding this article to learn more about the process of managing transactions: Categorize and match online bank transactions in QBO.


Stay in touch with me if there's anything else I can help you with entering your bank statement. Just leave a comment below and I'll get back to you.

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