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June 8, 2024
Question

How do I get a copy of the bank check to attach to the bank transation?

  • June 8, 2024
  • 1 reply
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1 reply

June 8, 2024

Hello there. I'll provide information on how you can get a copy of your bank's transaction to attach to QuickBooks Online (QBO).

 

To begin with, you can get copies of the transactions from your financial institution by following the instructions to download files from their website. Alternatively, you can request a copy of the transactions directly from them.

 

After this, you can review the files and download them in the correct format. Once done, to attach them to QuickBooks, you can manually upload the transactions.

 

Here's how:

 

  1. Go to Transactions.
  2. Select Bank transactions.
  3. Select the Link account▼ dropdown, then select Upload from file.
  4. Choose Upload from file.

 

You can continue step 4 of this article by manually uploading your transactions: Manually upload transactions into QuickBooks Online.

 

Additionally, you'll want to visit this article and learn the reconciliation workflow in QuickBooks Online to match your bank and credit card accounts: Learn the reconciliation workflow in QuickBooks.

 

I'll be around to help if you need additional assistance managing your bank transactions and any QuickBooks-related queries. Have a good one.