AlexV
QuickBooks Team

Manage Customers and Income

There's a way to match them, userhuini.

 

You don't have to link your bank but you need a file from your financial institution that we can upload to QuickBooks Online. You can use either .QBO or .CSV file format and the maximum file size is 350 KB.

 

Please follow these steps:

  1. Go to the Banking or Transactions menu and select Upload transactions.
  2. Click Browse and then select the file you downloaded from your bank. Then select Next.
  3. In the QuickBooks account ▼ dropdown, select the account you want to upload the transactions into. Then select Next.
  4. Follow the onscreen steps to map the data. Then select Next.
  5. Tap Let's go.

If you haven't yet, you can create a new bank account. Once done,  it's time to match and categorise them. You can also check this link for more info: Manually upload transactions into QuickBooks Online.

 

The Community is always here to help you if you have other concerns. Take care!