Account management

I understand how important it is to connect your liability account, ivan-drophousedesign.

As of now, we can't link this type of account to QuickBooks Online. As a workaround, I'd recommend downloading your transactions as a CSV file. Then, import it into the program.

Here's how to get your bank data:

1. Sign in to your financial institution's website.
2. Follow your bank's instructions on how to download CSV files.
3. Check the date range for the download. It should be at least one day before the date of your oldest transaction.
4. Download your transactions. 

Then, manually upload the transactions:

1. Go to the Bookkeeping menu and then select Transactions.
2. Select Bank transactions.
3. Choose Upload transactions.
4. Click Drag and drop or select files, then select the file you downloaded from your bank.
5. Select Continue.
6. In the QuickBooks account drop-down menu, select the liability account. Then, select Continue.
7. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then, select Continue.
8. Choose the transactions you would like to import.
9. Select Continue, then click Yes.
10. When you accept your transactions, select Done.

For more details, please see this article: Manually Upload Transactions into QuickBooks Online.

Once done, I encourage reviewing and categorizing the transactions to put them in the correct accounts.

Please don't hesitate to update us if you need help additional help uploading or categorizing your transactions. We're always here to assist you.