JessT
Moderator

Banking

Hello DRCris,

 

Yes, there's a way to manually import bank transactions to the sub-accounts. I can help you get this done.

A wrong file format is one cause of an unsuccessful import. Please be sure to only use the supported file formats for QBO:

  • Comma-Separated Values (CSV)
  • QuickBooks Online (QBO)
  • Quicken (QFX)
  • If you can, go for the QBO format.

Most banks only offer CSV or XLSX. I usually download mine in XLSX format and save it as CSV (Comma delimited). Then, I follow the steps to upload transactions using Excel CSV files. Give this a try, and let me know how it goes.