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NEW Connect to DBS IDEAL direct bank feeds Click here

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MaryLurleenM
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You can import bank data past your start date, siddiqa.chiboo.

 

You'll want to check with your bank first if they can provide a copy of the bank transactions. If they do, you can import the transactions using .CSV file.

 

There's a format you need to follow to import the data successfully. You can check this article to know more about the formatting: https://community.intuit.com/articles/1773099.

 

Follow these steps to import:

 

  1. Click Banking on the left pane.
  2. Select Banking.
  3. Select File upload.
  4. Select Browse and choose the file.
  5. Click Next.
  6. Follow onscreen instruction.

You can always go back to this post if you need additional help.

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