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delouafrica
April 24, 2021
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How do I import bank statements into quickbooks online? under reconciliation tab I only see 3 statements.

  • April 24, 2021
  • 2 replies
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Original commenter did not share additional details
    Best answer by Charies_M

    It's nice to have you here, delouafrica.

     

    If you're using QuickBooks Online Plus, Advanced, Accountant, and QuickBooks Live, you can enjoy the feature of being able to get bank statements directly from your bank when you reconcile.

     

    If you're using QuickBooks Online Simple Start and Essentials, you'll want to manually upload your bank entries into QBO.

     

    Here's how:

    1. Click Banking from the left navigation panel.
    2. Pick File Upload from the Update drop-down menu or Upload transactions manually if there isn’t any bank connected to QBO.
    3. Select Browse and choose the file you downloaded.
    4. Choose an account from the list, then Next.
    5. Follow the on-screen instructions to map the fields.
    6. Select the transactions to import.
    7. Click Yes.
    8. Hit Let’s go.

    Here's an article for more information and steps on importing these files, see this article: Manually upload transactions into QuickBooks Online.

     

    You might also want to keep these articles handy for your reference about the process of reconciliation:

    Keep me posted for additional questions or other concerns while importing your bank statements. I'd be more than happy to help. Wishing you the best of luck.

    2 replies

    C
    Charies_MAnswer
    April 24, 2021

    It's nice to have you here, delouafrica.

     

    If you're using QuickBooks Online Plus, Advanced, Accountant, and QuickBooks Live, you can enjoy the feature of being able to get bank statements directly from your bank when you reconcile.

     

    If you're using QuickBooks Online Simple Start and Essentials, you'll want to manually upload your bank entries into QBO.

     

    Here's how:

    1. Click Banking from the left navigation panel.
    2. Pick File Upload from the Update drop-down menu or Upload transactions manually if there isn’t any bank connected to QBO.
    3. Select Browse and choose the file you downloaded.
    4. Choose an account from the list, then Next.
    5. Follow the on-screen instructions to map the fields.
    6. Select the transactions to import.
    7. Click Yes.
    8. Hit Let’s go.

    Here's an article for more information and steps on importing these files, see this article: Manually upload transactions into QuickBooks Online.

     

    You might also want to keep these articles handy for your reference about the process of reconciliation:

    Keep me posted for additional questions or other concerns while importing your bank statements. I'd be more than happy to help. Wishing you the best of luck.

    S
    seattlebella
    October 6, 2022

    I think the answer is outdated for Accountant QB online LEFT menu - tab "Banking" no longer on the left side. The menu is now Dashboard with a lot of jargon & annoying ads.

     

    R
    rvrfrf
    October 6, 2022

    Thanks for joining this thread, seattlebella.

     

    After a bank account's connected with your books, you'll get bank statements automatically when you reconcile as long as your financial institution is part of the product's supported banks.

     

    Here's how:

    1. Go to Bookkeeping, or if you're an accountant you can open your client's company first.
    2. Click Reconcile.
    3. From the Account drop-down list, choose which account you're working with.
    4. If you see a View statements button, you can get your statements directly from the financial institution that your account's with by clicking it.
    5. When you're prepared to start, select Start reconciliation or Resume reconciliation.

     

    In the event you don't see a View statements option, your bank may not support this feature yet. For the time being, you can manually attach statements to reconciliations:

    1. Follow Intuit's steps for reconciling an account.
    2. Once you're finished, click Finish now.
    3. Select Attach statement.

     

    After manually attaching statements, they'll be saved with the reconciliation so you'll have it for your records.

     

    I've also included a detailed resource about importing statements which may come in handy moving forward: Get bank statements directly from your bank when reconciling

     

    Please don't hesitate to send a reply if there's any questions. Have a great day!

    C
    Charies_M
    April 25, 2021

    Hi, delouafrica.

     

    Hope you’re doing great. I wanted to see how everything is going about importing bank statements? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.


    Looking forward to your reply. Have a pleasant day ahead!

    A
    amandalivoutdoors
    November 9, 2021

    How do I upload csv formatted statements? The questions that it asks are really confusing and so I've been unsuccessful uploading the missing months from my bank register on QBO. Please help!

    M
    Maybelle_S
    November 10, 2021

    I'm here to help ensure your bank transactions are imported to QuickBooks Online (QBO), @amandalivoutdoors.

     

    There's a template you need to check before uploading a CSV file. You can either use the 3-column or 4-column format. Check out this link to learn how to use it: Format CSV files in Excel to get bank transactions into QuickBooks.

     

    Once your CSV file is ready, here are the steps you can follow on how to import transactions:

     

    1. In QuickBooks Online, go to the Banking menu.

    2. Select the Link account ▼ drop-down, then Upload from file.

    3. Click Browse to open the CSV file, then Next.

    4. From the QuickBooks account ▼ drop-down, select the account you want to upload the transactions into, then click Next.

    5. Follow the on-screen steps to match the columns on the file with the correct fields in QuickBooks, then Next.

    6. When you're ready, click Let's go.

     

    Now that your transactions are in QuickBooks, it's time to categorize and add them to your bank register. Transactions will go into your accounts after you review them.

     

    The final step is to reconcile an account in QuickBooks Online. This ensures your books are accurate and there aren't any duplicate entries.

     

    Let me know if you need anything else with importing bank transactions to QBO. Just tag my name, and I'll get back to you.

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