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Join nowI am starting from January 2020 and have not started recording current transactions. Previously the company I am working for was not recording any data so I am starting from scratch.
Hello, @KnoxFMW.
I'll help you add your past transactions to QuickBooks Desktop (QBDT).
To record your historical data into your QBDT account, you can either enter them manually depending on what transactions are they (checks, expenses, invoices, and others) or enter a journal entry to match the balances.
If you wish to do it as general journal entries, I recommend working with a professional account to help track your account accordingly. To record journal entries, select Make General Journal Entries from the Company tab, then fill in the necessary information from there. Entering your historical entries directly from the register or chart of accounts is unavailable in QBDT as of the moment.
If you'll go with adding them manually and you're using QBDT Enterprise or Accountant, you can enter them by batch following the steps provided in these articles:
Also, feel free to read our help articles for additional tips while working with QuickBooks in the future.
As always, I'm a few clicks away to help if you have any other questions. Mention me in the comment section below. Wishing you the best!
Thank you so much! This is what I was looking for. I am not sure what the "Class" field is used for though? I only ask because I was prompted for it being blank as I tried to save my entry.
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