Bringing in an existing bank account

I understand you want to upload transactions from your bank, @Danielle. Don't worry. I can show you the best way to pull up your banking transactions from the existing beginning balance to your QuickBooks Online account.

Through manual upload, we can import older transactions. We usually download this file from your bank. Before you can upload it, we must ensure the data is in the correct format.

Furthermore, you can import a maximum of 350 KB file size. You can download it in smaller sets if you want to import more than that.

Follow the steps below:

1. Go to Banking, then select Bank Transactions.

2. Select the blue tile for the account you want to upload.

3. Pick the Link account dropdown and then Upload from the file.

4. Choose Drag and Drop or select Files and select the file you downloaded from your bank. Then select Continue.

5. In the QuickBooks account dropdown, select the account you want to upload. Then choose Continue.

6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.

7. Select the transactions you would like to import. Then select Continue.

Select Yes.

8. When you accept your transactions, select Done.

After uploading them, you can review the uploaded files and categorize them. Refer to this page for your guide: Categorize online bank transactions.

Once done, reconcile them to help your book balance and track accurately. You may visit this article: Reconcile an account in QuickBooks Online.

By following these steps, you can start an existing bank account in QuickBooks with an accurate beginning balance for the current year and manually enter transactions as needed. If you encounter any issues or need further assistance, we are here to back you up, @Danielle11_2. Take care.