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jennso98
March 19, 2024
Question

How to manually import transactions from your bank account into QuickBooks Online?

  • March 19, 2024
  • 2 replies
  • 0 views

I spoke to a representative from QuickBooks Online on the phone about this and she emailed me the how-to step by step guide, but the link was faulty and I couldn't reach the site. The company I do the books for has a checking account and credit card account with Chase. If anyone else has Chase and can give me the step by step to manually upload the transactions that would be great. I am not able to set up the checking and credit card as automatically linked to the bank because it would mess up the current set-up of their books. I already tried that and it duplicated a new checking and credit card account.

 

Thank you, 

 

Jen

    2 replies

    4
    4Gal
    March 19, 2024

    You can use MT Online or one of the converter tools (e.g csv2qbo @ $60 one time license) as a workaround.

    https://www.moneythumb.com/?ref=110

     

    J
    JoanaC
    March 19, 2024

    Thank you for bringing this to our attention, @jennso98. Wish that you're doing great. Let me help you manually import your transactions to QuickBooks Online. 

     

    Before importing your bank transactions, please ensure the file is in .CSV format. 

     

    Here's how to import:

    1. Go to Transactions, then select Bank Transactions.
    2. Select the account you want to upload the transactions into.
    3. Select the Upload a file.
    4. Select 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 the transactions. Then, select Continue.
    6. Note: If you're new to QuickBooks, you may not have an account to upload the transactions. If you don't see one, select Add New ▼ from the dropdown to create a new bank account.
    7. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
    8. Select the transactions you like to import. Then select Continue.
    9. Select Yes, then select Done.

     

     

    About linking your credit card and bank. Rather than using the bank transaction window, we can connect them using the chart of accounts. Allow me to guide you through this.

     

    Just follow these steps: 

    1. Go to Chart of Account.
    2. In the Action column, select the dropdown arrow.
    3. Select Connect Bank. 
    4. Follow the onscreen instructions to connect your bank. 

     

    Moreover, I'll be sharing these articles to help you manage your banking: 

     

    You can always post a new question or leave a response on the topic if you still have questions about your banking tab. Enjoy your day and take care!

      J
      jennso98Author
      March 20, 2024

      Thank you for the information Joana. I took a look at the checking account in the chart of accounts but the dropdown menu doesn't have an option to connect. It only has an View register, edit, make inactive, and run report option. Unless I am looking in the wrong place under chart of accounts. I was able to manually download from transactions from the bank and upload them to QBO. Thank you for your instructions on that. 

       

      Regards, 

       

      Jenna

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      MirriamM
      March 20, 2024

      Hello there, jennso98.

       

      I'd be happy to assist you with your inquiry regarding why the Connect bank option isn't available for one of your bank accounts in the Chart of Accounts in QuickBooks Online (QBO).

       

      To clarify, if the bank account is already linked to the online banking feature, the Connect bank option won't be visible in the dropdown arrow under the Action column.

       

      On the other hand, if the bank account isn't connected to the online banking feature, you'll find the Connect bank option.

       

      To ensure hassle-free reconciliation of your account in the future, you may refer to our article on the best practices for the reconciliation workflow in QuickBooks. It also guides how to overcome challenges during the reconciliation process.

       

      Please feel free to reach out to me if you encounter any issues while connecting your bank account on the Chart of accounts page. I'm here to assist you at any time.

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