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March 7, 2022
Question

How do you get later dated transactions then it has updated?

  • March 7, 2022
  • 1 reply
  • 0 views
I need it to go to the start of our account in July 2021 for transactions but it will only go to November 2021. How do I upload banking transactions from earlier dates?

1 reply

Level 8
March 7, 2022

Greetings, @contexexcavating.

 

It's great to see a new face here in the Community. I can help you get your later dated transaction into your QuickBooks Online account. 

 

Since other transactions were able to come through, I suggest manually uploading the transactions you don't have into the system. Don't worry. It only takes a few easy steps. Here are the instructions: 

 

  1. Pick a start date. 
  2. Get transaction from your bank.
  3. Review the file format and size.
  4. Manually upload the transactions. 

 

From there, you'll be able to categorize them and then reconcile the account whenever you're ready. If you need additional details on these instructions, check out this guide: Manually upload transactions into QuickBooks Online.

 

This should do the trick. I'm only a comment away if you need me. Have a great day!