I understand that unexpected issues are frustrating, and we are dedicated to preventing such disruptions for you, Rachel.

Organizing your bank transactions is key for smooth financial management. By accurately tracking your transactions, you can understand your finances better, make informed decisions, and achieve your financial goals. Let’s work together to improve how you track and manage your transactions.

To manage your bank transactions and expenses, you can either connect your bank to online banking for automatic synchronization or manually import transactions into QuickBooks Online. Let’s go through the process.

Here's how:

1. Go to Transactions, then click Bank Transactions.
   
   
   2. Click the dropdown arrow and choose Upload from file
   
   
   3. Upload the CSV file of your transactions and hit Continue.
   
    

After completing the previous steps, you can categorize your transactions according to their respective accounts.

I'm including this article to set up bank rules to categorize online banking transactions in QuickBooks Online.

Thank you for choosing our services. We look forward to serving you and helping you achieve your goals, Rachel. Have a good one!