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February 13, 2022
Question

Connect with my bank further back than originally set up. i was shorth by 1 day for all my transations how do i now include this?

  • February 13, 2022
  • 1 reply
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1 reply

AlexV
February 14, 2022

Hello invoice-hiworces!


You can manually upload the bank transactions. Let me help you.


Most banks offer an option to download either a QBO or CSV file. We'll use this file to import the old transactions. Then, follow these steps:

  1. Go to the Banking or Transactions menu, then select the Banking tab.
  2. Select the Link account dropdown, then Upload from file.
  3. Click Drag or drop or select files and then select the file you downloaded from your bank. Then select Continue.
  4. Follow the onscreen steps on how to map the data. Select the transactions you would like to import, then select Continue.
  5. Tap Yes, then Done.

 

I added these links if you need more help in importing bank transactions, categorising them, and how to fix errors that you might encounter:


You can always reach out to us here if you have other questions. Take care!