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July 1, 2024
Question

How can i enter previous balances from last year when setting up my account

  • July 1, 2024
  • 1 reply
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1 reply

July 2, 2024

Hi there,

 

Welcome to the Community. I'll be glad 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.