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Buy now & saveI'd be pleased to help share the steps on how you can import your last year's transactions in QuickBooks Online, xtqmb3w.
When linking your account for the first time, QuickBooks will automatically download your most recent or 90 days' worth of transactions.
To import the last year's statements, we can use the WebConnect feature. Below are the steps to complete the process.
Step 1: Pick a start date:
Step 2: Get transactions from your bank:
For more details about this process, we can refer to this article (proceed to Step: 3): Manually upload transactions into QuickBooks Online. In the same write-up, you'll find links on how to set up bank rules as well as reconcile your account.
Once imported, I recommend editing, assigning, and categorizing your transactions. Also, you can match them to the existing entries in the software. Doing so will help you ensure the accuracy of your financial records.
I'm only a post away if you have any questions about bank-related concerns or anything else you need in QuickBooks. I'll be glad to share and provide further assistance whenever you need one. Have a wonderful day, xtqmb3w!