Yes, there is, Nicole. I'm here to guide you through the step-by-step process of manually uploading bank transactions to QuickBooks Online (QBO).
To start, get your bank transactions from your bank's website. Ensure that this is downloaded using the file format (CSV or QFX) required by QBO. Then, make sure that this has the correct file format.
Once everything is fine, you're now ready to import the file. Here's how:
- Select the Bank transactions tab by going to the Transactions menu.
- Next, select the account you want to import the transactions and click the Upload from file button.
- Then, Drag and drop or select files and select the file you downloaded from your bank and select Continue.
- In the QuickBooks account dropdown, select the account you want to upload the transactions into. Then, select Continue.
- Follow the onscreen steps to match the columns on the file with the correct fields in QBO. Then, click Continue.
- From there, choose the transactions you like to import. Then select Continue.
- Select Yes and click Done.
For reference, check out this article: Manually upload transactions into QuickBooks Online.
Should you need additional help in managing your transactions, please don't hesitate to add a reply below. I'm just around the corner to assist. Have a good one.
