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November 3, 2024
Question

I opened a new Business acct 2 months ago and it just got connected. Will QB go back and upload those previous transactions?

  • November 3, 2024
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1 reply

November 3, 2024

After connecting your bank to QuickBooks Self-Employed, it will automatically downloads transaction up to certain date, @kirs119333. Let me provide some details on this matter. 

 

Depending on your bank, QuickBooks can download anywhere from ninety days to a year's worth of transactions. However, if you wish to include older entries, you'll need to manually import them using a CSV file. This process allows you to seamlessly transfer transactions from your bank to QuickBooks, ensuring your records are up-to-date.

 

To do so, here's how:

 

  1. Get the date range.
  2. Export your entries from your bank.
  3. Once done, import these transactions to the software.
  4. Check and ensure what you've uploaded.

 

For detailed steps, please refer to this article: Add older transactions to QuickBooks Self-Employed.

 

Additionally, you can check out this article to help you organize and manage your Schedule C and bank transactions in QuickBooks: Schedule C and expense categories in QuickBooks Solopreneur and QuickBooks Self-Employed.

 

If you have any other questions about uploading transactions to QuickBooks, feel free to post them in this forum or comment below, @kirs119333. I'm here to help.