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March 30, 2024
Question

I am trying to reconcile my bank acct. I have statement from my personal acct that came over. I am missing from 8/23-11/23.Do I need to manually enter those trans?

  • March 30, 2024
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1 reply

March 30, 2024

I can provide details about getting your missing bank transactions from August to November last year, bassplayer.

 

When you connect your account to online banking, QuickBooks automatically downloads your data into the Banking page. Depending on your bank, you can download data from the last 90 days up to 24 months. 

 

To sort out your missing transactions from last year, you can manually upload them to your QuickBooks Online (QBO) account. Here's how:

 

  1. Sign in to your bank or credit card's website.
  2. Follow your bank's instructions for how to download CSV files of your transactions to your computer.
  3. Download your transactions and save the file in an easily accessible location, such as your computer's desktop.
  4. Open and review the file from your bank, ensuring it is in the correct format.
  5. Go to Transactions and select Bank transactions.
  6. Click the blue tile for the account you want to upload the transactions to. Then, click the Link account dropdown and then Upload from file.
  7. Select Drag and drop or select files and choose the file you downloaded from your bank. Then, click Continue.
  8. In the QuickBooks account drop-down list, select the account you want to upload the transactions into. Then, tap Continue.
  9. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then, click Continue.
  10. Select the transactions you would like to import and hit Continue.
  11. Finally, select Yes and then Done to accept your transactions.

 

For further information, check out this link: Manually upload transactions into QuickBooks Online.

 

Here's a helpful resource to assist you with organizing your bank and credit card records by reviewing, categorizing, and matching them: Categorize online bank transactions in QuickBooks Online.

 

You can post a reply below if you have follow-up questions about uploading past bank data in QBO. We'll be here to help.