Skip to main content
September 14, 2024
Question

How can I import older transactions from bank statements?

  • September 14, 2024
  • 2 replies
  • 0 views
I need help figuring out how to convert these into  csv file. my bank will not allow me to download all the transactions I need, it only goes back 24 months

2 replies

September 14, 2024

There are 2 way you can check this 

1st you can check you bank app and view you bank statements
2nd way is the you can Go to your bank branch that have your account you can ask for your older transactions statements they will give you all the details you want like your [removed link], loan, are many other then you will sent you any were and any time.

September 14, 2024

Thanks for taking the time to post your concern about bank transactions in the Community, Ncifarelli. I’ve come to give some insights into this matter.

 

Please know that Community is a public forum, and we cannot give any recommendations or processes for converting your bank statements to CSV files. However, you can explore other apps outside QuickBooks or utilize search engines like Google and Safari for a third-party converter tool that is available for the specific feature you need.

 

Before uploading, kindly check the format of your CSV file for simultaneous syncing of your transactions to your QuickBooks Self-Employed (QBSE) since it follows a three-column format. Refer to this article for information: Add older transactions to QuickBooks Self-Employed.

 

When your transactions are ready, you can start categorizing them into their designated accounts. You can browse this article for more information: Categorize transactions in QuickBooks Self-Employed.

 

Let me know if you have additional questions about your bank transaction in QBSE, Ncifarelli. You can reach out to the Community at any time. Take care!