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July 14, 2019
Question

How do I enter backdated sales entries? I know how to add expenses manually but I can't do the same with sales. The bank acc link only covers 2019 but I need to add f2018

  • July 14, 2019
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1 reply

July 14, 2019

Thanks for dropping by the Intuit Community, QSTC.


The 2018 sales entries can be recorded into QuickBooks by using the WebConnect feature. I’m here to help accomplish this task.


To avoid duplication of transactions, get the date for the oldest data in your account first. Here’s how:

 

  1. In QuickBooks, go to the Accounting menu on the left panel and choose Chart of Accounts.
  2. Select the account you want to upload the transactions into and then click the View register.
  3. Scroll down to the bottom of the list, then take note of the date of the oldest transaction.


Next, log in to your bank or card’s website. From there, download the data (2018 entries).


After completing the process, you can start uploading the file into QuickBooks.

 

  1. Choose the Banking menu on the left panel and pick Banking.
  2. Click on the drop-down for Update and select Upload transactions manually.
  3. On the Upload file page, hit the Browse button and find the file you’re working on.
  4. Select Open and choose the Next button to continue.
  5. On the Map CSV columns page, match the account field to the QuickBooks field.
  6. Once you’re ready, click Next and Let's go!

For further insight into this feature, such as how to review the file format and categorise  transactions, I recommend the following article: Manually upload transactions into QuickBooks Online.


In case you need additional information about adding entering historical information, click on this link.


If there’s anything else I can help you with, post a comment below. I’m always here to assist further. Have a great rest of your day.