Taking these steps below, you’ll efficiently get your QuickBooks back on track, Darlene.
To begin, collect all your missing transactions, such as the bank statements, credit card statements and invoices, and receipts. After that, download your old statements from your bank if needed.
Second, I suggest making a copy of your current QuickBooks file before starting the cleanup process. After that, you can now start entering your missing entries and reconcile them.
Here’s how to find and review your transactions in QBO:
1. Go to Settings and select Chart of accounts.
2. Find the account you want to review. Then, in the Action column, select View register.
3. Select the Filter icon, then select the filters you want to apply. You can use the Find field to search by amount, reference number, or memo.
4. Select Apply.
5. To remove a filter, select the X next to the filter name. Or to clear all filters, select Clear filter / View All.
After that, you can manually import your data in QBO:
- Sign in to QuickBooks Online.
- Select the Gear Icon, then choose Import data.
- Select Products and Services.
For more information, you can refer to this article: Import products and services into QuickBooks Online.
Once your books are fully updated, I recommend doing regular reconciliations and bookkeeping.
If you have additional concerns about QuickBooks, please reach out to us again. We’re here to help.
