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ccscholepayments
July 11, 2024
Question

Credit card transactions from first month with Quickbooks

  • July 11, 2024
  • 1 reply
  • 0 views

Started using quickbooks in August 2023. Bank transactions from account are linked since August 1 but credit card transactions are only linking from September. I've tried manually importing a qbo file of downloaded transactions, but it still starts in September. Is there any way to get my August transactions uploaded? The August credit card statement is from July 27-August 28th which probably has something to do with it. I need to reconcile all the August transactions since it's the start of our fiscal year.

1 reply

J
JamesM4
July 11, 2024

Hi there, 

 

Thanks for reaching out to us here. I'll be happy to share more details so you can manage all your transaction with ease. QuickBooks is a flexible program that simplifies your accounting and it's essential you're able to experience this benefit. 

 

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.

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