Hi there, @oquanapleasant-g. I'm dropping by to help you take care of your last year's expenses. By uploading transactions to QBO, most banks share the last three months' worth of transactions. With that said, you might not be able to see any transactions from the previous year. As a workaround, you can request or download a CSV record of the transactions from the previous year on your bank's website. Then, use these steps to import it into QBO: Log in to your account here: https://quickbooks.intuit.com/. Go to the Banking or Transactions menu, then proceed to the Banking tab. Select the blue tile for the account you want to upload the transactions into. Click the drop-down list beside Link account ▼, then select Upload from file. Select Browse and select the file you downloaded from your bank. Then, click Next. Select the account you want to upload the transactions into and click Next. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then, select Next. Select all transactions that you want to import. Then, select Next. Click Yes, then select Let's go.We also have these online banking-related articles that will serve as additional references in case you might need them: Format CSV Files in Excel to get Bank Transactions into QuickBooks Categorize and Match Online Bank Transactions in QuickBooks OnlineThe Community has your back if you have other questions aside from bank transactions. Just click the Reply button below and add the details, then I'll get back to you. Have a great rest of the day!

Question

How do I see last year’s expenses

Forum|Forum|3 years ago
February 17, 2023
3 replies
79 views

Last year

QuickBooks Online

Daniela_A

Hi there, @oquanapleasant-g.

I'm dropping by to help you take care of your last year's expenses.

By uploading transactions to QBO, most banks share the last three months' worth of transactions. With that said, you might not be able to see any transactions from the previous year.

As a workaround, you can request or download a CSV record of the transactions from the previous year on your bank's website. Then, use these steps to import it into QBO:

Log in to your account here: https://quickbooks.intuit.com/.
Go to the Banking or Transactions menu, then proceed to the Banking tab.
Select the blue tile for the account you want to upload the transactions into.
Click the drop-down list beside Link account ▼, then select Upload from file.
Select Browse and select the file you downloaded from your bank. Then, click Next.
Select the account you want to upload the transactions into and click Next.
Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then, select Next.
Select all transactions that you want to import. Then, select Next.
Click Yes, then select Let's go.

We also have these online banking-related articles that will serve as additional references in case you might need them:

The Community has your back if you have other questions aside from bank transactions. Just click the Reply button below and add the details, then I'll get back to you. Have a great rest of the day!

F

fiebinator

If all of my data is already in QBO how do I generate a report showing last year's expenses by month?

S

SirielJeaB

Moderator

You can generate the Transaction Detail by Account report to track your monthly expenses for the previous year, fiebinator. I'll provide you with step-by-step instructions on how to do this.

Let's begin by accessing the Reports menu and entering Transaction Detail by Account in the search field. Then, follow the subsequent steps:

Choose Last year in the Report period field.
Click on the Group option, pick for Date, and then choose by month.
Click the Filter icon.
Select Transaction type in the Filter field.
Choose equals in the Operation tab and Expense for the Value field.

For visual references, please refer to the screenshots below:

You can also memorize reports to retain their current customization settings.

Kindly drop a comment below if you have further inquiries about managing reports. I'm committed to assisting you with your expenses. Have a good one.

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