Skip to main content

2 replies

Candice C
May 1, 2024 8:20 PM UTC

Welcome to the Community, @ingrammspto-gmai. 

 

It's nice to see a new face on this platform. 

 

Yes, you can add last year's transactions to QuickBooks Online. Manually upload your transactions from your bank or credit card using these steps: 

 

  1. Pick a start date. 
  2. Get transactions from your bank 
  3. Review the file format and size. 
  4. Manually upload the transactions. 

 

For details on how to perform these actions, review this guide: Manually upload transactions. 

 

Afterwards, you can categorize and reconcile the transactions. 

 

This should do the trick. If you have any other questions, don't hesitate to ask. Have a wonderful day! 

May 2, 2024 5:49 AM UTC

@ingrammspto-gmai 

You can use MT Online or one of the converter tools (e.g csv2qbo @ $60 one time license) as a workaround.

https://www.moneythumb.com/?ref=110