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January 23, 2021
Question

Why is it that none of my starling account expenditure is automatically showing on QuickBooks? Not exactly an integrated system if I have to manually transfer it all?

  • January 23, 2021
  • 1 reply
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1 reply

MJoy_D
January 23, 2021

I can show you how to manually add those bank transactions, @userkasper.

 

Once you successfully connect a bank account in QuickBooks Online (QBO) it should automatically download your transactions. 

 

Are you encountering any bank errors? That'll help us get the best resolution to this concern to automatically download your transactions.

 

To manually add those transactions to your account, download the transactions from the bank and then upload the file to your account. 

 

Download bank transactions:

  1. Go to your online banking account to get your file.
  2. Check or follow your bank’s instructions to get a copy of the data and then save it on your computer.
  3. Ensure that the data range is at least one day before your oldest transaction to avoid duplicates.
  4. Please take note of the supported file format and size. It should be either a Comma-Separated Values (CSV) or a QuickBooks Online (QBO) file. 
  5. Download your transactions and save the file to your desktop. 

To upload the file to your QuickBooks account: 

  1. Go to the Banking menu and select the bank where you’re uploading the transactions from the Banking tab.
  2. Click the Lin account drop-down and select Upload from file
  3. On the window that appears, click the Browse button and choose the file that you’ll be downloading. 
  4. Click on Open, then Next.
  5. Follow the onscreen instructions. Match the columns on the file with the banking fields in QuickBooks, then select Next.
  6. Click on Let's go. QuickBooks will now add the transactions to your account.

Check this article for more information: Manually upload transactions into QuickBooks Online. From here, you can now categorise and then reconcile the transactions.

 

Let me know if there’s anything else that I can assist with about your bank transactions by leaving a comment below. I’m always here to assist. Have a wonderful day!