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May 5, 2024
Question

Just started using qucibooks, and my bank merged in Feb, missing January, Online it does appear, how I import? with BB

  • May 5, 2024
  • 1 reply
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Need to import bank statement

1 reply

May 5, 2024

You can import the bank statement from January via CSV file, Eduardo.

 

Once you connect your bank account to QuickBooks, it provides 90 days' worth of transactions. Since January is missing, log in to your bank's website and download a CSV file. After that, we can proceed with the following steps to upload them into QuickBooks.
 

  1. Go to the Transactions menu.
  2. Within the Banking tab, click the Link account drop-down arrow. Then, select Upload from file.
  3. Select Drag and drop or select files and select the file you downloaded from your bank. Then select Continue.
  4. In the QuickBooks account dropdown, select the account you want to upload the transactions into.
  5. Follow the on-screen instruction to complete the process.
     

See this article for further guidance on format and size: Manually Uploading Transactions into QuickBooks Online.

 

Additionally, check out these resources to learn how to review bank transactions to avoid double entries and ensure your account is balanced:

 

 

I'm still around if you need more help managing transactions. Just let me know so I can help you. Stay safe.