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2 replies

TheresaC
Aug 31, 2020 9:25 PM UTC

You've come to the right place, kdenverdave. 

 

Uploading bank transactions to QuickBooks Online (QBO) saves you a lot of time. Before we deep-dive in to the steps, please note that the file size limits to 350 KB. You may upload in batches if there's a need to do so. 
Don't forget to add a bank account on your Chart of Accounts. Now let's go to the Banking tab and select Upload transactions.  

 

On the Bring your info into QuickBooks page. Click Browse then go the file location. Select the file and click Open.  Then hit Next.

 

On the Select an account page, make sure to choose the correct account and click Next. 

 

Hit Let's go! on the next screen. Now, you are ready to categorize you bank transactions. You can also use banking rules. 

 

Don't hesitate to reach out to us again in case you need something else when working in QuickBooks. 

Sep 1, 2020 7:25 AM UTC

Hi @kdenverdave , you could use this link to data import/export : https://transactionpro.grsm.io/qbo . Glad to assist you.