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December 13, 2021
Question

How far back do i go to add bank transactions to QBO

  • December 13, 2021
  • 1 reply
  • 0 views

How far back should I go entering my check register, and receivables,etc into my new QBO ?

1 reply

Candice C
December 13, 2021

Greetings, @brj1

 

Congrats on making your first post here in the Community. I hope your day is going well so far. 

 

The answer to your question about how far back you should go when adding bank transactions in QuickBooks Online, would be based on what you'd like to see within your QuickBooks Online account. 

 

I would at least recommend entering all the transactions from year-to-date (2021) so that you can reconcile this account if need be. For future reference, here's a guide about how to import/upload transactions manually into the system. 

 

Feel free to reach back out if you have any further questions or concerns. I'm only a post away if you need me. Take care!