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Jan 20, 2021 3:28 PM UTC
Question

How do I bring up a statement now all my input is categorised?

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1 reply

katherinejoyceO
Jan 20, 2021 5:09 PM UTC

Welcome to the Community, @alan-riggall. I can help upload the bank statements manually to QuickBooks. 

 

First off, you'll need to prepare the .QBO or .CSV file for your bank statements. Then, follow these steps below: 

 

  1. Go to Banking, then select File upload.
  2. Click on Browse., then choose the file and click on Next.
  3. Choose the bank account, map the fields, then, click on Next and continue until you're able to upload the file.

 

Once done, bank transactions will be tagged as pending in the For Review tab. You can now start manually adding or matching them. 

 

I have here some references that you can check out to help you match and categorise bank transactions:

 

 

 

Let us know if you have any questions about adding your bank transactions. We are here to help.