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December 19, 2021
Question

I stated using QB online at 2021 and imported bank date from 01/01/2021. I want to import 2020s data from the same bank account. How can I do?

  • December 19, 2021
  • 2 replies
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2 replies

Fiat Lux - ASIA
December 20, 2021

Ask the file to your bank and import it manually. Otherwise, you can utilize MT Online as another option.

It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed. 

https://www.moneythumb.com/?ref=110

 

 

MichelleBh
December 20, 2021

I'll ensure that your data for the 2020s can be imported to the same bank account, @wisdomglobaltrad.

 

You're in the right place for answers. I'll be happy to provide you with detailed steps to import your 2020 data to QuickBooks Online. 

 

To import your data, please follow the instructions below: 

  1. Download the CSV data from your bank. 
  2. Go to the Banking tab, then click the Link account drop-down. 
  3. Choose the Upload from file button. 
  4. Tap Browse, then hit Next
  5. Pick the account in the QuickBooks account box and click Next
  6. Match them properly and click Let's go

 

For more information, check out this article: Manually upload transactions.

 

In case you encounter an issue with the updated transactions, see the following articles for resolution:

 

 

Feel free to visit these articles below on how to classify transactions and reconcile them: 

 

 

Remember that you can always ask me about any topics or other processes within QuickBooks. I'm always ready to work with you again. Be safe, wisdomglobaltrad.