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January 22, 2021
Question

I had done my down load from the bank once but now I don't remember where to go. Any help out there?

  • January 22, 2021
  • 1 reply
  • 3 views
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1 reply

MarsStephanieL
Level 6
January 22, 2021

I'd be happy to help you with how to get your bank transactions to QuickBooks, @tsommert-gmail-c.

 

You may import these bank transactions in the Transactions menu. The process is as easy as 1-2-3,  and I'd be glad to show you the steps on how to do that! 

 

Before that, take note of the details of the latest transaction that has been recorded in your QBSE.

 

Here's how:

 

  1. Log in to your bank website and download the transactions through .CSV file.
  2. Go to the Transactions menu, click on the Add transactions drop-down, and select Import transactions.
  3. Choose the bank where you want to upload the transactions.
  4. Select the Browse button and locate the downloaded file.
  5. Click Continue and OK.

 

I've added an article for your future tasks about tagging the transactions to the correct accounts: Categorize transactions in QuickBooks Self-Employed.

 

You're always welcome to tag my name in the comment section if you need further assistance or other questions. It would be my pleasure to help you. Take care!