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QuickBooks Team

Re: Hello pollardjohn1962, Thank you for contacting communi...

Thanks for jumping in, DCKW!

 

I can help you upload your bank transactions in QuickBooks. Have you already downloaded them? If not, you can log in to your account and download them in these supported formats:

 

  • Comma-Separated Values (CSV). CSV files may require additional mapping. See Import bank transactions from Excel CSV file to QuickBooks Online for more information
  • Quicken (QFX)
  • QuickBooks Online (QBO)
  • Microsoft Money (OFX) 

For the detailed steps to upload your transactions, please check this article: How to Upload More Than 90 Days of Bank Transactions.

 

If you need to speak with our phone agents, you can go to the Help menu in the upper right-hand corner and click on Contact Us

 

Feel free to come back here if you have more questions.