I can see the urgency of getting this resolved,@Skippy101. Let me provide you with useful information about downloading a bank transaction in QuickBooks Online (QBO).
Yes, there are detailed instructions and workarounds we can use to address your issue particularly manually uploading bank transactions.
So, QuickBooks can automatically download transactions up to a certain date when you connect your bank and credit card accounts. However, if you want to enter old transactions, can't find your bank, or connect it to QuickBooks, you can manually upload transactions.
Here is a step-by-step guide on how to manually upload transactions in QuickBooks:
- Go to Transactions and select Bank Transactions.
- Click on the blue tile for the account you want to upload the transactions into.
- Select the Link Account▼ dropdown and choose Upload from file.
- Choose either Drag and drop or Select files and select the file you downloaded from your bank. Then, click on Continue.
- In the QuickBooks account▼ dropdown, select the account you want to upload the transactions into and click on Continue.
- Follow the onscreen instructions to match the columns on the file with the correct fields in QuickBooks and then click on Continue.
- Select the transactions you want to import and click on Continue.
- Confirm the selection by clicking Yes.
- Finally, click on Done.
We have a guide on banking and bank feeds, which contains helpful articles and steps for banking issues: Banking and Bank Feeds
As part of managing your bank, I am sending you these helpful articles:
Please don't hesitate to reach out if you have any questions about downloading bank transactions. I'll be monitoring this thread for your response. Have a good day ahead!
