Other Questions

Hi there, Karien.

To import transactions from a previous financial year into QuickBooks Online (QBO), you can use the Import Data feature in the settings section.

Let me guide you through the process:

1. Go to the Gear icon in the upper right corner.
2. Under Tools, select Import data.
3. And select what type of data you want to import.
   
   
   

If you're importing Bank transactions, here's how you can do it:

1. In the Import Data page, select Bank Data.
2. Drag and drop or select files. Then, follow the onscreen instructions to upload the CSV file.
3. Once the import is completed, select Done.

For more detailed information, you can check out this article: Format CSV files in Excel to get bank transactions into QBO.

You can return here whenever you need assistance.