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-holdtandbotha-c
Level 1

I have already input current year data. Can I go back and input prior years data to have a complete set. I have financials for 2016, I can use this as opening balances.

 
2 Comments 2
Fiat Lux - ASIA
Level 15

I have already input current year data. Can I go back and input prior years data to have a complete set. I have financials for 2016, I can use this as opening balances.

You can register any historical transactions if needed. You can also utilize an importer tool to speed up your work.

https://transactionpro.grsm.io/qbo

 

Another option, purchase a 3rd party service to do so.

Angelyn_T
QuickBooks Team

I have already input current year data. Can I go back and input prior years data to have a complete set. I have financials for 2016, I can use this as opening balances.

Hi there, @-holdtandbotha-c. I can share some ways on how you can input your prior years' data into QuickBooks Online (QBO).

 

 The easiest way to bring your older transactions is by uploading a file. You can prepare an Excel CSV file for your income and expenses and import it to QuickBooks.

 

If you have other entries, you may need to record them through the +New icon or directly to your account's register.

 

  1. Sign in to QuickBooks.
  2. Go to the +New icon, then select the transaction type you want to enter.
  3. Fill in the details, then save.

 

You can also import your bank data, customers, vendors, chart of accounts, products, and invoices from Excel to QBO. For more information, check out this article: Common questions about importing data to QuickBooks Online.

 

Leave a comment below if you have additional questions while handling your data. I'm always here to help. Have a good one!