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December 24, 2023
Question

Can I add earlier earnings and expenses than what Quickbook shows (May 2023)? My business checking and business credit cards have been in use since February 2023.

  • December 24, 2023
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1 reply

December 24, 2023

Good day! nkamanym. You can add your earlier earnings and expenses to your QuickBooks checking and business credit card. 

 

You can import your transactions into QuickBooks Online using a CSV file or manually upload them. You can follow these steps to add those transactions successfully. 

 

  1. Pick a start date.
  2. Get transactions from your bank.
  3. Review the file format and size.
  4. Manually upload the transactions
  5. Categorize the transactions
  6. Reconcile the transactions. 

 

For more detailed steps to manually upload older transactions into your QBO account, I recommend visiting this article: Manually upload transactions into QuickBooks Online.

 

To prevent accidental changes affecting your financial reports, you can visit this article: Close your books in QuickBooks Online.

 

Feel free to reply to this post if you have other questions regarding adding transactions in QBO. We're all here, ready to assist you.