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Banking
Hello, DKP2.
You can download your bank statement directly from your financial institution. Just log in to your bank website, from there you can import it to excel.
Here are some helpful references that you can check out about using the online banking feature, as well as importing bank data manually in QuickBooks:
- Import bank transactions using Excel CSV files.
- Manually upload transactions into QuickBooks Online.
- Format CSV files in Excel to get bank transactions into QuickBooks.
Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.