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Jul 31, 2021 5:32 PM UTC
Question

I had to start over in QB's and when I reconnected my bank account it only imported April to July. I need Jan. to Mar as well. How do I achieve that?

Do I have to delete my bank account and restart with the banking transactions?

2 replies

Fiat Lux - ASIA
Aug 1, 2021 1:48 AM UTC

Ask your bank statement file to your bank and you can import the file manually. Otherwise, utilize the SlickConnect.

https://www.moneythumb.com/?ref=110

 

PrachiJoshi
Aug 1, 2021 12:31 PM UTC

You can download the bank statements in a csv format from your bank website and upload it to QBO. Here are the exact steps:

 

https://quickbooks.intuit.com/learn-support/en-ca/import-transactions/manually-upload-transactions-into-quickbooks-online/00/262542