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Hello All,
My organization is just signing up for Quickbooks online. We wish to post transactions for the past accounting year April 2021 to March 2022. I also have all bank statements that these transactions passed through.
Please what is the best way to go about it?.
The transactions are not so much (an average of 10 per month) so I can post one by individually if need be.
Looking forward to your advice. Thanks
Hello Monsurat A!
You can manually upload these transactions into QuickBooks Online. Let me show you how.
First, please note that you can connect your bank to QuickBooks Online. Depending on the bank, you'll have an option to select how far back you want to download transactions. You can check the detailed steps here: Connect bank and credit card accounts to QuickBooks Online.
Another option is to manually upload them. Please note that the bank statement must be in CSV or QBO format. You can get a copy of your bank statement in these formats from your bank. Then, follow these steps on how to upload the file:
I added these links for more info and detailed steps on how to bring your bank transactions into QuickBooks Online and how to categorize them:
Do you have any other concerns about your bank transactions? Let me know and I'll lay down some guides again. I'll also help you out again if you need to record some other entries in QuickBooks.
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