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2 replies

JaeAnnC
JaeAnnC
October 4, 2024
I'm here to inform you about importing bank statements in Quickbooks Online (QBO), Aglio.
 
Currently, QBO doesn't support direct uploading of bank statement. As a workaround, you can import bank transactions via a CSV file. Make sure to review the date of the oldest transaction in the account to avoid entering duplicates.
 
You'll also want to explore third-party apps that can assist you in importing your bank statement into the program. To do that:
 
  1. Go to Apps and select Find Apps.
  2. Search for a keyword in the search bar and press Enter.
  3. Select an app and click Get app now to integrate.

 

Additionally, it's a good practice to reconcile your accounts monthly to ensure they correspond to your bank statements. Doing so guarantees that they are balanced and accurate.
 
Feel free to reach out back to us whenever you need additional help with importing bank statements. I'm more than willing to assist you further. Stay safe.
C
Chrea
October 4, 2024

@accounting-aglio 

What file format do you need to import? PDF or else?

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