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Banking
Hi fairfield-impex,
This is a great observation, I'll try give you some tips on how you can achieve this.
You are able to create one within the Chart of Accounts.
- Go to the Accounting tab
- Go to the Chart of Accounts tab
- On the right, select the green New button
- Fill in the details of the account, make sure to name the account something that distinguishes it from others.
- Save and Close
Now you are able to import your CSV file into the newly created account.
- Go to the Banking tab
- Click on the drop down arrow next to the Link Account button and select Upload from file
- Select your chosen CSV file with the transactions and select Next
- Under QuickBooks Account, select the newly created account and then select Next
- Map out the fields then select Next
You should now be able to see a new bank account in your Banking tab with the transactions you just imported over.
Let me know if you still needed any assistance!
Kristian.