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April 29, 2020
Question

Can I connect with Bank of Zumbrota? https://www.bankofzumbrota.bank/

  • April 29, 2020
  • 1 reply
  • 0 views
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1 reply

DivinaMercy_N
Moderator
April 29, 2020

Welcome to the QuickBooks Community, @deckerpebookeepi

 

To connect your bank let's make sure that this is one of those supported banks by QuickBooks Online (QBO). 

I'll guide you how:

  1. Go to the Banking menu.
  2. Select Add account.
  3. From the search bar, enter Bank of Zumbrota
  4. Click Request support for your bank button, if the system can't find your bank.

For the detailed instruction, please check this article link: Find your bank account when you connect to online banking.

 

In the meantime, you can upload your bank transactions manually. Just make sure to download your bank transactions as one of the following formats: 

  • .CSV
  • .QFX
  • .QBO
  • .OFX

Once done, here's how to upload the file in QBO:

  1. Go to the Banking menu.
  2. Click the Update button. 
  3. Choose File upload.
  4. Select the Browse button and click Next

For more details, refer to this article link: https://quickbooks.intuit.com/learn-support/en-us/import-transactions/manually-upload-transactions-into-quickbooks-online/00/187501.

 

To guide you in reconciling your account in QBO, you can read through this article: Reconcile an account in QuickBooks Online. This provides you steps process in reconciling your account. 

 

Fill me in if you have other QuickBooks concerns. I'll appreciate the opportunity to help. Stay safe and Have a great day!