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eric-integocorp-
Sep 28, 2022 2:16 AM UTC
Question

How do I change the start date of the bank sync

I started using QB in February 2022. I am finally filing my 2021 taxes and my accountant asked for the QB report to file taxes. I have no data before Feb 2022. How do I get that data in to QB so he can view it?

4 replies

Fiat Lux - ASIA
Fiat Lux - ASIA
Sep 28, 2022 3:06 AM UTC

Check with your bank, which file format they can provide for your bank statement. e.g *.qbo, *.csv, *.pdf

eric-integocorp-Author
Sep 28, 2022 3:20 AM UTC

All the bank statements or data is in my QB starting Feb 2022, so I think the format is fine. I am trying to get it to pull in everything from 2021.

 

Fiat Lux - ASIA
Fiat Lux - ASIA
Sep 28, 2022 3:32 AM UTC

The bank feed feature doesn't support to pull historical data from your bank.

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