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Apr 19, 2024 11:58 AM UTC
Question

I am new to QB and would like to import past bank statements. Is this possible?

Original commenter did not share additional details

2 replies

Apr 19, 2024 4:11 PM UTC

You can use MT Online or one of the converter tools (e.g csv2qbo @ $60 one time license) as a workaround.

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

 

 

Apr 19, 2024 5:35 PM UTC

Hey there, sue-unitedwaygwd.

 

Thanks for reaching out to the Community for support. I'd be happy to help.

 

QuickBooks Online is a great software that provides the option to manually add your bank transactions. Here are a couple articles I feel you'd benefit from looking into.

 

1. Manually upload transactions into QuickBooks Online
2. Format CSV files in Excel to get bank transactions into QuickBooks

 

You also have the option to connect your bank to QuickBooks. This can be done by following the steps in this article. Keep in mind, some financial institutions have limitations on the date range for downloading transactions when you connect your bank account to QuickBooks. While some offer 30-days, others may offer 90-120.

 

If you have any other questions, feel free to reach back out. We're here to help!