Other Questions

Yes, you can upload a CSV file to QuickBooks Online (QBO), Info. The term "load function" is "Upload from file in QBO." This allows you to add your bank transactions manually.

Here's how to do this:

1. In the new interface, go to My Apps and choose the Accounting menu. In the old interface, go to the Transactions tab and click on Banking Transactions.
2. Click the Link account dropdown and choose Upload from file.
   
   
   
   
3. Select the account where you want to upload the file.
4. Set up your file and ensure your CSV file is mapped and formatted accurately according to QuickBooks guidelines (Columns, Date, Description, and Amount fields). Follow the on-screen instructions.
5. Once done, hit Continue to import them successfully.

You can also check this article to guide you with the correct CSV file format: Learn about CSV formats.

Please leave us a response if you have other questions or concerns.