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January 16, 2023
Question

Hi there! I'm hoping someone can help me out. I've just linked our bank accounts but would like to go back to January 1st 2022. Is just transfered over from this year.

  • January 16, 2023
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1 reply

January 16, 2023

Hey there kramindustrieslt,

 

Welcome to the QuickBooks Community! Thanks for reaching out to us here. QuickBooks Online is a great tool that can help keep your books balanced. Making sure you're able to upload your transactions correctly is important. I would be happy to provide some information.

 

When connecting your bank to QuickBooks Online, it's important to know that some banks can only go back as far as 6 months, while others allow you to go back one full year. If you notice that your unable to go back to a certain date, no worries! QuickBooks Online gives you the option to manually import bank transactions. Here is a helpful guide that will help you with importing your transactions

 

If you require further assistance, I recommend reaching out to the support team outside of the Community. They'll be able to verify your account details in a secure setting, as well as view your screen to better assist you. You can reach out to them by following one of these methods:

 

Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.
Social Media: Facebook and Twitter

 

If you have any other questions, feel free to reach out here.