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May 16, 2021
Question

I imported my accounts but its only from 07/2020 i need all transactions from 01/2020 also help

  • May 16, 2021
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1 reply

May 17, 2021

Hi evan226-hotmail-,

 

Welcome to the QuickBooks Community, a great place to get answers to all of your questions. QuickBooks Online provides you with the opportunity to download your banking transactions directly from your bank. This is a great time-saving tool. It sounds like you want to download some historical transactions.

 

It's possible to disconnect and reconnect your account with a new date for importing the transactions, resulting in duplicate transactions. The best solution is to download a CSV or Excel file from your bank and import the transactions. Here's a link if you're unsure on the process: Manually upload transactions into QuickBooks Online. Remember to compare the dates on your import file and the transactions in your QuickBooks account not to overlap and create duplicates. Got to banking and check in the For review and/or Reviewed tabs, look for the earliest dated transaction.

 

If you have any further questions, reach out. I'm here to help. Take Care.