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November 19, 2019
Question

My statements only go back as far as June. How do I input transactions prior to this? i.e- from April

  • November 19, 2019
  • 1 reply
  • 1 view
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1 reply

JamesC
Level 5
November 19, 2019

Hello claire15.

 

Thank you for joining us on the UK Community page for QuickBooks.

 

The best way to get this prior data - is to download a .csv of the transactions from your Online Banking; and upload this spreadsheet into the banking section using our upload function.

 

When you have downloaded the file from your bank, follow the instructions in this link to upload them to QuickBooks Online: https://quickbooks.intuit.com/learn-support/en-uk/banking/import-bank-transactions-using-excel-csv-files/00/239741

 

Please do not hesitate to comment if you have any problems with doing this.