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December 19, 2023
Question

Just setting up quickbooks and it doesn't take my accts back to the start for profit and loss,it only goes back a few months

  • December 19, 2023
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1 reply

December 19, 2023

Hi matt-slidinglodg,

 

When you first connect your online bank and credit card accounts, QuickBooks Online downloads past transactions up to the last 90 days (3 months) worth of transactions for Standard feeds connection. If you connected your bank through Direct feeds connection no historical transactions will be sent to QuickBooks. 

 

If you want to add transactions older than 90 days, you'll need to upload them manually using a CSV file.

 

Here's how to:

 

  1. Click on the Transactions tab, and select Bank transaction.
  2. Click on the drop down arrow next to Link account, and click on Upload from file.
  3. Select the CSV file you've downloaded from your bank.
  4. Click on Continue.
  5. In the QuickBooks account ▼ dropdown, select the account you want to upload the transactions into. Then select Continue.
  6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
  7. Select the transactions you would like to import. Then select Continue.
  8. Select Yes.
  9. When you've accepted your transactions, select Done.

Your transactions will now show in the For Review tab and ready for you to be categorised.

 

You can also check this link to learn more about how to: Format CSV files in Excel to get bank transactions into QuickBooks.

 

Feel free to post again in the Community if you have questions. I'll be around to help you.