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rickloyst
Level 1

How do I enter accounts starting 01/01/24

I started quickbooks online 11/29/04 and need to reconcile accounts, entries starting 01/01/24
1 Comment 1
LeizylM
QuickBooks Team

How do I enter accounts starting 01/01/24

I'd be glad to help you enter accounts and reconcile transactions in QuickBooks Online (QBO), rickloyst.

 

If your account is connected to online banking, the program will download your transactions up to a certain date, 90 days is the industry standard. To get the older one, we'll have to manually upload them into the program.

You can start by signing in to your bank's website and follow their instructions to download your transactions as QBO, CSV, or QFX format. Once the file is formatted correctly, follow these steps to import them.

 

  1. Sign in to your QBO account.
  2. Hover your mouse to Transactions, then click on Bank Transactions.
  3. In the Link account drop-down, select Upload from file.
  4. Select the Drag and drop or select files button and then choose the file you downloaded from your bank. Then hit on Continue.
  5. In the QuickBooks account dropdown, select the account you want to upload the transactions into. Then click on Continue.
  6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks, then click on Continue.
  7. Choose the transactions you want to import.
  8. Tap Yes.
  9. Once okay, click on Done.


uploadbanktrxn.png

After that, let's categorize your transactions so they'll be added to your books. Furthermore, be sure to enter or edit your opening balance in QBO as needed if you haven't done it yet. Once everything's set, you're now ready to reconcile your account seamlessly.

I'll also attached this articles that will help you fix reconciliation problems and help you in printing the reconciliation report: 

 

 

I'm all ears if you have other queries about reconciling transactions in QuickBooks Online. Don't hesitate to reach out. Stay safe always.