Hi I started QB @ September 23 to sort VAT initially. I'm working on my self assessment 4/22/>4/23 but I cant get QB to sync back to April 2022 it only syncs to Jan 2023

Hello there, martyn.

I'll ensure you can get your transactions from previous months in QuickBooks Online (QBO).

In QBO, when you connect your bank account the system will automatically download past transactions up to a certain date. You're unable to download bank transactions past 90 days. Although it also depends on the bank, other banks can go back as far as 24 months or customize a specific range of dates.

If you want to sync transactions that are more than the allocated time frame, you can manually upload those transactions in QBO. To do this, just get the bank data from your bank using the supported file types, download it to Excel, and then upload it into QBO. See this link for details about the file format: Format CSV files in Excel to get bank transactions into QuickBooks Online.

Once ready, you can now upload your transactions into QBO. Follow the steps below:

1. Go to the Transactions menu and select the Bank Transactions tab.
2. Click the blue tile for the account you want to upload the transactions into.
3. Select the Link account dropdown and then Upload from file.
4. Then Browse for the file you downloaded from your bank.
5. In the QuickBooks account dropdown, locate the account you want to upload the transactions into.
6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks.
7. Choose the transactions you would like to import then select Continue.
8. Hit Yes and then click Done.

You can refer to this article for further guidance: Manually upload transactions into QuickBooks Online.

Once all your transactions are in QuickBooks, you'll want to ensure all entries are accounted for correctly, and with no duplicates, you can categorise and match them. Then, reconcile them to ensure the accuracy of your books and your bank statements.

Keep me posted if you need further assistance with managing your bank transactions or any other QuickBooks-related concerns. I'll be around to help you.