Thanks for joining the thread, @knoxtracey29. I'll walk you through how to import transactions to your QuickBooks Online (QBO) company.
Yes. To keep track of those transactions that you've made outside QuickBooks, you can import them into your QBO company. Also, I believe you can easily accomplish this since the process is quite simple. I'll input the steps below so you can proceed. To begin, here's how:
- Access your QuickBooks Online company.
- On the top-right corner, click the Gear icon.
- Under the Tools column, select Import Data.
- Choose the type of transaction that you'd like to import.
- Follow the on-screen instructions.
Also, if you want to manually import bank transactions, you can visit this article: Manually upload transactions into QuickBooks Online.
In addition, I've got you this article to learn more about what data can be imported in QBO: Common questions about importing data to QuickBooks Online.
You can also check this page in case you'd like to modify your reports and add more details to it: Customise reports in QuickBooks Online.
@knoxtracey29, I'm rooting for your success in importing your transactions in QuickBooks. Feel free to get back to me if you have any additional QuickBooks-related concerns. I'll be here, ready to help you out again. Take care, and have a nice day!
