landrwilkinson
Level 2

How do I download Expense Transactions from a previous year on my bank account?

I need an Expense Report from 2022 for my CPA.
IrizA
QuickBooks Team

Banking

I've got steps to help you download your Expense Report from 2022, @landrwilkinson.

 

  1. Go to the Reports located at the left navigation panel. 
  2. In the search bar, type Transaction Detail by Account.
  3. Click Switch to Classic View. Then scroll up and hit Customize.
  4. Below the Report period, click the dropdown and choose the Last Year option. You can also choose Custom if you want to type your preferred date. 
  5. Click the Rows/Columns dropdown. In there, the Group by dropdown should be Account
  6. In the Filter dropdown, tick the Transaction type.  In there, choose all the expense transactions.
  7. Tick the Account. Click the dropdown beside it and choose your selected bank account. 
  8. Press Run report.
  9. Click the Export icon beside the small Print icon. 
  10. You'll be given an option on where you want to export your data. 

 

Alternatively, you can run a profit and loss report by bank account.

 

I'd like to leave these articles about customizing and memorizing reports for your future reference:

 

 

If you need more guidance about exporting reports, please don't hesitate to reply. I'm always around to help.  

landrwilkinson
Level 2

Banking

Thank you so much! My bank save's transactions only on the live account for 2023. I was able to download 2022 statements to a file on my desktop but I don’t know how to download the information to my online quickbooks account. 

SarahannC
Moderator

Banking

You're welcome, landrwilkinson. 

 

We're glad we could help. If you need assistance with downloading your bank statements to your online QuickBooks account and other tasks in QuickBooks, just let us know. We'll be around to assist you further.

4Gal
Level 11

Banking

@landrwilkinson 

You can use MT Online or one of the converter tools (e.g csv2qbo @ $60 one time license) as a workaround.

https://www.moneythumb.com/?ref=110

 

landrwilkinson
Level 2

Banking

Thank you, I’ll check it out!