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May 13, 2020
Question

Hi, how do I download my banking files to present to my accountant for my tax declaration?

  • May 13, 2020
  • 1 reply
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1 reply

Rose-A
May 13, 2020

Good day, luke-haslett.

 

I'd be glad to help you download your banking files in QuickBooks Online. If your bank is connected to online banking, you can perform a manual update to download the files.

 

Here's how:

 

  1. On the left navigation menu, click Banking.
  2. Go to Bank Feeds.
  3. Click on Update in the upper right. QuickBooks begins updating your account.

Alternatively, you can import and download transactions from your bank’s website into QuickBooks using Excel CSV files.

 

To help you manage and organise your bank transactions, see the following recommended resources below:

 

Assign, categorise, edit, and add your downloaded banking transactions

Add and match downloaded bank transactions [Video]

 

You can always leave a reply below if there's anything else I can help you with. Have a nice day!