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Buy now & saveHello there, Cindy. Yes, manually uploading it to QuickBooks is the other way to upload it for a specific time frame. Let me provide you with the steps below.
To add a transaction that is older than those initially downloaded by QuickBooks, you need to follow a two-step process. First, export the transactions from your bank, and then import them into QuickBooks using a laptop or desktop.
Let's start with getting the date range, in which, before you get the transactions from your bank, check which ones are already in QuickBooks to avoid duplicates.
Here's how:
Next, we need to export the transactions from your bank by following the steps:
Finally, import the transactions by following these steps:
For more information, you can refer to this article: Add older transactions in QuickBooks Self-Employed.
If you are using QuickBooks Online you can follow the steps in manually uploading transactions by clicking the link provided.
After completing the upload, you can categorize the imported transactions by following the instructions in these articles: Categorize Transactions in QuickBooks Self-Employed.
If you have further queries about manually uploading the transactions from your bank don't hesitate to use the Reply button below. We're here to help.