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August 16, 2020
Question

How do I upload bank transactions which are showing from first months of the year

  • August 16, 2020
  • 1 reply
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1 reply

August 17, 2020

Hello naybastore,

 

It's great that you're making sure you have all of the year's transactions logged in your QuickBooks Self-Employed account. This will help ensure that your calculations in the program are accurate and make things that much easier during tax time. I've got an article that can help you with this process.

 

One of our goals at QuickBooks is to make sure you have the resources you need to complete tasks in your books. For things like entering prior transactions via the banking feed, there's an article with step-by-step instructions to help you learn how to get the file from your bank and then how to upload it into the program. Here's that article: Add older transactions to QuickBooks Self-Employed. Typically, bank feed connections only go back so many months, and then this process helps fill in the gaps where needed.

 

Give that a shot and let me know if you have further questions. :)