I've taken over bookkeeping for our firm, there hasn't been any consistent bookkeeping in QBO since the last office manager did so in 2020. Since then, our bank disconnected, and did not import our transactions.
I've re-connected our bank account starting in May 2023. I would like to re-connect or import the banking transactions going back to January 2023 for now, and possibly further back if I can. Right now, my Book balance and Bank balance are not matching.
I'm assuming that I can import starting at a specific date (Jan 1 2023), and add a starting balance to help correct this, but I'm not sure if this is the best way to correct the situation.
Has anyone done this? Any tips or instructions?
I'm new to QBO, and likely missed an obvious solution.
Thank you!
