I down loaded my bank account(s) from the 1st of Oct 2022, when starting off. I now want to change it to the 1sy July 2022 ? how do I do it.

Hello edward-australia,

Thanks for posting in the Community!

If you've connected your bank account the first time in QuickBooks Online, some banks let you download the last 90 days of transaction. If you needed to download older transactions, you can manually upload them using a CSV file format. Here's how:

1. Select Bookkeeping, then select Transactions, then select Bank transactions.
2. Select 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. Select Drag and drop or select files and then select the file you downloaded from your bank. Then select Continue.
5. In the QuickBooks account ▼ dropdown, select the account you want to upload the transactions into. Then select Continue.
6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
7. Select the transactions you would like to import. Then select Continue.
8. Select Yes.
9. When you accept your transactions, select Done.

Once successfully imported, you can start to categorise the transactions and add them to QuickBooks Online.

You can also check this link to learn more about how to Manually upload transactions into QuickBooks Online.

Should you need assistance in the future, please do not hesitate to reach out to us. My team and I will be very glad to assist you.