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May 1, 2024
Question

How can I add last year's transactions?

  • May 1, 2024
  • 2 replies
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2 replies

Candice C
May 1, 2024

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

@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