QB Issue Resolution:
You’ll want to check with your bank first if they can provide a copy of the bank transactions. If they do, you can import the transactions using .CSV file.
There’s a format you need to follow to import the data successfully. You can check this article to know more about the formatting: https://community.intuit.com/articles/1773099.
Follow these steps to import:
- Click Banking on the left pane.
- Select Banking.
- Select File upload.
- Select Browse and choose the file.
- Click Next.
- Follow onscreen instruction.
Resolution for Issue 'Can banking data be imported if company setup was effective 18/7 but info exists prior from Feb?' available: Yes (Solved).
Source: Intuit Community forum.
Can banking data be imported if company setup was effective 18/7 but info exists prior from Feb?: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.Support for bank transactions
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Error Recovery for bank transactions [Canada]
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