Banking

You can upload your older bank transactions in QuickBooks Online using a CSV file, npr-now.

To begin, log in to your bank's website. Then, download your transactions in a CSV file. Once completed, we can proceed with the following steps to import them into QuickBooks. Here's how:

1. Go to the My apps menu, then click Accounting.
2. Within the Bank transactions tab, click the Link account dropdown arrow. Then, select Upload from file.
3. Click on Upload from this device and select the file you downloaded from your bank. Then, click Continue.
   
   
    
4. In the QuickBooks account dropdown, select the account you want to upload the transactions into. 
5. Follow the on-screen instructions to complete the process.

You can also refer to this article for detailed instructions: Manually upload transactions into QuickBooks Online.

If you have further questions or concerns, please reply below. We would be happy to provide additional assistance.