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March 7, 2022
Question

If some but not all debits have transferred over from my bank and my bank file cannot transfer to csv or excel what is best way to input?

  • March 7, 2022
  • 1 reply
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1 reply

AlexV
March 7, 2022

Hi allen.griffin50@!


Let me assist you in importing your bank transactions.


There are certain file formats that QuickBooks Online supports in uploading bank transactions. These are CSV, QFX, QBO, OFX, and TXT formats. If your bank doesn't support any of these formats, you'll want to look for a file converter application so that you can upload it. You can search for on in the Apps menu.


You can check this article for the detailed steps on how to manually import transactions: Manually upload transactions into QuickBooks Online.


Also, you'll want to check and see if your bank is one of the supported institutions so you can link it and the transactions will be downloaded automatically. The steps are in this link: Connect bank and credit card accounts to QuickBooks Online.


Lastly, I added these articles if you need help in reviewing and categorizing the transactions as well as reconciling the accounts: 


We'll be right here if you need more assistance with this. Have a great day!