I'll show you a way to bring your transactions into QuickBooks Online (QBO), FabianaT.
After connecting your bank to online banking, QuickBooks automatically downloads new transactions each night.
If you can't find those transactions, we can manually update your bank o bring the data in QBO. I'll guide you how.
- Go to the Banking menu.
- Select the blue tile at the top for the bank account you want to update.
- Select Update.
- If you only want to update some accounts, exclude others from the update and select Update Now.
Aside from manually updating, you can also manually import bank transactions using CSV files in QuickBooks Online.
You can categorize your bank transactions once they're downloaded. This will help you in reviewing them to make sure your books are accurate.
Feel free to drop a comment below if you have additional questions about online banking. We're always here to help.
