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Nov 18, 2020 12:41 PM UTC
Question

Can I add transactions for 2019-20 tax eyear into my bank account with bank account connection? It is only showing figures for 20/21

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1 reply

Nov 18, 2020 1:53 PM UTC

Hello ksenija-selivano, You can add transactions for the previous tax year in the transactions section, however, you would have to upload an excel CSV of the transactions( you would download them from your bank and saved to your pc first) More information on how to do that is available here Once you have done that you can go to the cog in the top right and import data>select the account in QuickBooks you have and upload.