You’re right, himmebt.
Since QuickBooks Online (QBO) does not support the bank with which you’re affiliated. You’ll have to manually import this to your company file to enable you to manage and categorize them to the correct accounts. In this, I’ll gladly lay out the steps to help you accomplish this:
- From the Transactions tab, select Banking.
- In the Link account drop-down, choose Upload from file.
- Click the Drag and drop or select files button.
- Select the CSV file and then Open it.
- In the QuickBooks account dropdown, select the account you want to upload the transactions.
- Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks.
- Select the transactions
- Tap Yes.
- Click Let's go.
Once done, match and categorize them into the correct accounts. Afterwards, you can proceed with reconciling them. This way, we can review and ensure that your books are balanced
Please let me know if you have more questions about importing transactions. I’ll make sure to get back as soon as I can. Have a good one!
