Yes, it is, @Simply_jer. I'd gladly guide you on how it works in QuickBooks Online.
We can enter your 2021 bank transactions into QBO without overwriting the current transactions by manually uploading them.
First, choose a start date. Then, ensure you know the date of the oldest existing transactions of your current account to avoid duplicates. Here's how:
- Go to the Bookkeeping menu, then select Chart of accounts.
- Choose the bank or credit card account you want to upload the transactions.
- Click View register.
- Find and write down the date of the oldest transaction. The oldest transaction is usually the opening balance.
From there, we can now get the transactions from your bank. I'll show you how:
- Sign in to your bank or credit card's website.
- Follow your bank's instructions for how to download CSV files of your transactions to your computer. Every financial institution has different steps.
- Verify the date range for the download. It should be at least one day before the date of your oldest transaction.
- Download your transactions and save them somewhere you can easily find them, like your computer's desktop.
Then, open and review the file from your bank and ensure it's in the correct format before uploading it.
Once you're ready, you can now start uploading your transactions manually. For the detailed procedures, you can check out this article to further guide you in the process For accounts connected to online banking and For accounts not connected to online banking: Manually upload transactions into QuickBooks Online.
On top of that, these handy resources can help you organize your transactions flawlessly in the future:
Iβm always ready to assist you with other questions or concerns about managing your bank transactions. Tag me in your reply, and I'll get back here as soon as possible to help you again. Take care always.
