Other questions
I'll help clear up any confusion and show you how to add your bank transaction to QuickBooks Online, @MantraVA.
Here's the vivid process of how to successfully do it:
- Route the arrow in Transactions, then choose Bank transactions.
2. Click the dropdown arrow beside the Link account.
3. Select Upload from file.
4. There are three steps that need to follow inside the box before you click drag and drop or select files. Then if it's done, please choose the file you downloaded from your bank and click Continue.
5. From the QuickBooks Account dropdown, pick the account where you want to upload the transactions. Then, click Continue.
6. Proceed with the instructions on the screen to align the file columns with the appropriate fields in QuickBooks, then click Continue.
7. Choose the transactions you want to import and click Continue.
8. Click Yes, then Continue.
If you encounter any error messages during the process, don't be alarmed as we can fix errors while uploading your transactions.
Once you have successfully uploaded the bank transactions, please refer to this article to learn how to categorize bank transactions in QBO: Categorize online bank transactions in QuickBooks Online.
Additionally, for future use, please feel free to refer to this article: Reconcile transactions that are older than your opening balance in QuickBooks Online. This is to ensure that all transactions are accurately recorded in QuickBooks Online.
Lastly, if you're looking for more guidance to master the reconciling, customization and processing of transactions in your account, our QuickBooks Live Assisted service is here to guide you and share best practices tailored for customers like you.
I am completely active to address any further concerns you may have regarding the uploading of bank transactions into QuickBooks Online. Please take care, and I wish you a wonderful day ahead!
