Banking
Once your bank is not connected to QuickBooks, it's normal that you can't see it on the Bank transactions page, Magdalena.
The accounts in the Bank transactions page are meant for downloading and reviewing transactions, which is what bank feeds do. If an account was never connected, or the connection was disabled/expired, it won't appear there, even if it exists in your books.
However, you can still manually upload your transactions even if your bank is not connected. This process allows you to select your existing bank account from the Chart of Accounts to upload a CSV file.
Here are the steps to manually upload your transactions:
- If your account isn't connected yet to online banking, select Upload transactions. If you already have a bank connected, select the Link account ▼ dropdown, then select Upload from file.
- Upload your CSV file.
- In the Select account ▼ dropdown, select the account you want to upload the transactions into.
- Match the columns in the file with the corresponding fields in QuickBooks, then select Continue.
- Select the transactions you wish to import, then click Continue.
- Choose Yes, then select Done.
After uploading your transactions, categorise them based on how you classified similar transactions in the past. Then, you can proceed with reconciling your bank account.
If you have any further questions, please feel free to revisit this thread.
