Import Past Transaction into QuicKBooks

To have an entire record of business transactions for the tax year, you can import the past transactions into quickbooks that are near about 60 to 90 days old. Before importing the file, you should make sure that the past transaction is in CSV file format. Also note that spreadsheets can be exported and saved in CSV format.

How to import your past transaction

  1. Below are the instructions that help you to complete importing your past transaction.
  2. At right uppermost of the page, click the gear icon
  3. Next, click ‘Imports‘ in the dropdown
  4. Click on the transaction where you like to import the data.

 

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