Hi Jlo31,

On the transactions tab you can connect your bank so the transactions will feed into QuickBooks as and when they show on your online banking. To do this click the Transactions tab and then Add Account. You can then add them as Personal or Business here.

Or you can download the transactions from your online banking into a .CSV file and import them into QuickBooks by click the down arrow next to Add Transaction and selecting Import Transactions. You can then add them as Personal or Business here.

Please let me know if there is anything else I can help with. :)