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May 25, 2026
Question

How can I get quickbooks to show my business account back to April 2025. It only goes back to Feb 2026 currently.

  • May 25, 2026
  • 1 reply
  • 4 views

I linked my account yesterday but it only shows as far back as February 2026. My accountant asked if I can get it to show my accounts back to April 2025 and seemed to think it was possible but I don’t know how.

1 reply

QuickBooks Team
May 25, 2026

When connecting a bank account to QuickBooks, most banks only import the last 30 to 90 days of transactions. Since the account was linked recently, the imported data only goes back to around February 2026. To add transactions from April 2025 to February 2026, download a CSV file from your bank and upload it manually.

 

To upload, go to Gear icon > Import data > Bank data > Select files to import.

 

For more guidance, see the article: Import your data into QuickBooks Sole Trader.

 

Once uploaded, you’ll be able to track all your transactions in QuickBooks.

 

If you have any other banking questions, feel free to ask.