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ReymondO
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Hey there, @10shane.

 

This isn't the kind of experience that we want you to perceive. Let me make it up to you by providing the steps on how to manually import bank transactions in QuickBooks. This will help us make sure that your books are up to date. Here's how:

 

  1. Go to the Banking menu or Transactions menu. Then, select the Banking tab.
  2. Click the blue tile for the account you want to upload the transactions into and select the Link account ▼ drop-down list. Then, Upload from file.
  3. Select Browse and choose the file you downloaded from your bank. 
  4. Click Next and select the account you want to upload the transactions in the QuickBooks account ▼ drop-down menu
  5. Select Next and follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks.
  6. Click Next and select the transactions you would like to import. 
  7. Once done select Next and select Yes.
  8. When you're ready, click Let's go.

 

Please take note that the maximum file size is 350 KB. If your file is too big, shorten the date range and download your transactions in smaller batches. Also, ensure you have formatted the CSV file in the correct format before you upload it.

 

Once your transactions are in QuickBooks, it's time to match and categorise them. They will go directly into your accounts after you review them.

 

I'm always here to help if you have any other concerns or questions. Just tag my name in the comment section and I'll get back to you as soon as I can.