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December 1, 2024
Question

can i make my bank transaction history go back a bit further than what it is? my banking transactions start in may 2024 but i want them to go back to november 2023?

  • December 1, 2024
  • 2 replies
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Original commenter did not share additional details

    2 replies

    December 2, 2024

    Do you need to import your historical data from bank?

    December 2, 2024

    Hi triciahugenschmidt. When you connect a bank to QuickBooks, the program automatically downloads the first 90 days of transactions. You can manually upload transactions that go beyond the 90 days using the steps in this helpful article here. This will allow for your previous balances to be added to your account. I encourage you to try out the steps in the article and let me know if you have further questions. I'm here to help you get ahead with your work. Otherwise, I wish you a great rest of the week.