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Rubielyn_J
QuickBooks Team

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I'd be glad to provide some information about the File menu, @Jennifer.

 

The File menu is only available in QuickBooks Desktop. This is why you cannot see this option in the Online version.

 

I assume you need the steps to import your data in QuickBooks Online. You can accomplish this task by going to the Settings menu. Let me show you how:

 

  1. Sign in to QuickBooks Online.
  2. Select Settings ⚙
  3. Click Import Data.

  4. Select the type of information you'll be importing. This can include: Bank Data, Customers, Vendors, Ledger Accounts, Products/Services.
  5. Follow the on-screen instructions to map and upload your data.

 

You can also browse this article for more information: Follow the on-screen instructions to map and upload your data. 

 

I'm also sharing these links that you can utilize to help manage your bank transactions in QBO:

 

 

 

Keep me posted if you have further questions about the File menu and importing data in QBO. I'll be happy to help you. Keep safe!

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