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March 7, 2021
Question

Is there anyway to put my quickbooks how it was a few days ago? i deleted an account which is thought was old and unnecessary but it has changed my income and expenditure . i have a back up file of my books from before then?

  • March 7, 2021
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1 reply

March 8, 2021

Hey there, usergazzal276. 

 

Thank you for reaching out in the Community. Yes, you can import the transaction manually in your QuickBooks. Though, you'll have to make sure you've chosen the correct columns in the mapping stage. Otherwise, QuickBooks will not be able to read the data. To make the mapping stage easier, you can do the following:
 

  1. Delete columns you do not need from your CSV to avoid any confusion. The columns that are required by QuickBooks are:
    • Date - Correct and standardise the date format to a single format (for example, dd/mm/yyyy).
    • Description
    • Amount 
  2. Change the names of the columns in your CSV to match the titles in QuickBooks.

 

Then, here's how to import them:

 

  1. Go to the Gear icon. Then, select Imports.
  2. Choose Import older transactions for the account you want to add transactions to.
  3. Select Browse and find the file you downloaded from your bank. It's usually in your Downloads folder.
  4. Select the file and select Open to start the import.
  5. Review the column headers and data. Make sure the DateDescription, and Amount columns on the CSV match the columns and order in QuickBooks. The other column headers can be in any order.
  6. Press Continue to complete the import.
  7. Follow the on-screen instruction.

  

You can read through our guide on importing bank transactions using Excel CSV files for more information. Then, when you're done, review and categorise your transactions to put them in your accounts. 

 

Here are some helpful resources that will ensure your success: 

 

 

If you need further assistance with any of the steps, reach out to me directly. I'll be happy to help. Have a great day ahead.