Kristian_S
QuickBooks Team

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.

  1. Go to the Accounting tab
  2. Go to the Chart of Accounts tab
  3. On the right, select the green New button
  4. Fill in the details of the account, make sure to name the account something that distinguishes it from others.
  5. Save and Close

Now you are able to import your CSV file into the newly created account.

  1. Go to the Banking tab
  2. Click on the drop down arrow next to the Link Account button and select Upload from file
  3. Select your chosen CSV file with the transactions and select Next
  4. Under QuickBooks Account, select the newly created account and then select Next
  5. 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.