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August 24, 2023
Question

How do I go back to 2021 and import transactions for prior years? Somehow the banks were disconnected and the amounts are not correct?

  • August 24, 2023
  • 1 reply
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1 reply

August 24, 2023

Welcome to the Community, danryan.

 

I'll help you import transactions from way back in 2021 and prior years.

 

When your bank is disconnected, the transactions imported will remain in your QuickBooks record. If you reconnect a bank account, it will only import up to 90 days prior transactions.

 

Yes, you can import prior transactions that are not automatically uploaded.

 

Here's how:

 

  1. Go to the Profile ⚙ icon and select Imports.
  2. Select Import transactions.
  3. Follow the onscreen steps to upload the CSV file.
  4. Select Import.

 

You can then review and categorize your transactions. Refer to this article: Categorize transactions in QuickBooks Self-Employed.

 

Feel free to comment below if you have questions about importing transactions in QuickBooks Self-Employed. I'm always here to help. Have a great day.

August 25, 2023

This doesn't get the previous things imported. This is saying to go back into MY computer and get the transactions. Why didn't it import them in 2021? I have the same bank accounts now as I did then. I want to know why it does not import them, and now that I am doing previous year taxes, I need the info.