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October 25, 2021
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Import file from Excel to bank register

  • October 25, 2021
  • 2 replies
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Original commenter did not share additional details
Best answer by AlexV

Hi Kileshwor Malla!

 

It's quick and easy to import bank transactions to QuickBooks Online. Let me show you!

 

Once you have the file, you can follow these steps on how to import:

  1. Go to the Banking/Transactions menu and select the Banking tab.
  2. Click the Link account dropdown, then Upload from file.
  3. Select Browse or Select files and then select the file you downloaded from your bank, then Next.
  4. In the QuickBooks account dropdown, select the account you want to upload the transactions into, then Next.
  5. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Next.
  6. Select the transactions you would like to import. Then select Next, then Yes.
  7. Tap Let's go.

 

You can also check this article for your reference: Manually upload transactions into QuickBooks Online.

 

Once done, you can now categorize and match them.

 

Keep on posting here if you need more help with banking. I'll assist you.

2 replies

Fiat Lux - ASIA
October 25, 2021
AlexV
AlexVAnswer
October 25, 2021

Hi Kileshwor Malla!

 

It's quick and easy to import bank transactions to QuickBooks Online. Let me show you!

 

Once you have the file, you can follow these steps on how to import:

  1. Go to the Banking/Transactions menu and select the Banking tab.
  2. Click the Link account dropdown, then Upload from file.
  3. Select Browse or Select files and then select the file you downloaded from your bank, then Next.
  4. In the QuickBooks account dropdown, select the account you want to upload the transactions into, then Next.
  5. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Next.
  6. Select the transactions you would like to import. Then select Next, then Yes.
  7. Tap Let's go.

 

You can also check this article for your reference: Manually upload transactions into QuickBooks Online.

 

Once done, you can now categorize and match them.

 

Keep on posting here if you need more help with banking. I'll assist you.