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Anonymous
Not applicable
posted
‎June 20, 2022 06:52 AM
last updated ‎June 20, 2022 6:52 AM

Importing a second csv for second bank account

Hello Having successfully imported first csv file I see the following screenshot. I need to go to banking and import a second saved csv file. I can't get out of the first GL account to select the second one. How do I get back to the menu I had for the first file? Thanks  

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1 Comment 1
DebSheenD
QuickBooks Team
QuickBooks Team
‎June 20, 2022 10:08 AM

Importing a second csv for second bank account

Hi there, gilesbelfrage.

 

I'm here to help you import a CSV file for the second bank account in QuickBooks Online.

 

You'll be able to open the second account by clicking the drop-down arrow beside the bank account name. Please see the screenshot provided below:

 

 

Once done, you are now ready to import transactions from the CSV file. Let me guide you how: 

 

  1. Hit the drop-down arrow beside the Link account.
  2. Choose CSV file.
  3. Tap Continue.
     

Lastly, I've got you this helpful article for ideas about how you can categorize your online banking transactions: Categorise and match online bank transactions in QuickBooks Online.
 

 Keep me updated in the comments if you have any other questions. I'll be here to lend a helping hand.

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