Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
Carneil_C
QuickBooks Team

Reply to message

This isn’t the experience we want you to have, tvwayne1. Let’s work together and get your bank statement transactions imported into QuickBooks Online (QBO). 

Beforehand, would you mind telling us what bank accounts are not auto importing into QuickBooks? This way, we can provide you an accurate resolution.

 

In the meantime, you’ll want to manually upload your transactions into QBO. Here are the steps: 

 

  1. Select the tile for the account you want to upload the transactions into, if present.
  2. Select the Link account dropdown, then select Upload from file. If your account isn't connected yet to online banking, select Upload from file.
  3. Click Drag and drop or select files, and select the file you downloaded from your bank. Then, select Continue.
  4. In the QuickBooks account dropdown, select the account you want to upload the transactions into. Then, select Continue.
    Note: If you're new to QuickBooks, you may not have an account to upload the transactions into. If you don't see one, select Add New ▼ from the dropdown to create a new bank account.
  5. Match the columns in the file with the correct fields in QuickBooks. Then select Continue.
  6. Select the transactions you would like to import. Then select Continue.
  7. Tick Yes and then Done.


See this reference for the detailed process: Manually upload transactions into QuickBooks Online.

 

Moreover, check out this article to accurately review your financial accounts and ensure they match up with your corresponding bank and credit card statement: Reconcile an account in QuickBooks Online.

 

I appreciate your patience regarding this matter. If you have other questions or need assistance with your bank statement, hit the reply button, and we're always here to assist you, tvwayne1.

Need to get in touch?

Contact us