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February 18, 2020
Question

Where in QBO can I upload/attach a bank statement?

  • February 18, 2020
  • 1 reply
  • 2 views
No text available

1 reply

Moderator
February 18, 2020

Good day qbo8,

 

If you want to upload your bank statement to QuickBooks Online, WebConnect can help you import them.

 

Here’s how:

 

  1. Go to the Banking menu or Transactions menu.
  2. Select Upload transactions.
  3. Browse and select a file to upload.

You can also upload a picture or PDF of your Bank statement in the Attachment page. I can show you how:

 

  1. Select Gear, followed by Attachments.
  2. Click Attachments in the left top.
  3. Choose the file.
  4. Select to upload.

 

For further details about uploading bank transactions through a WebConnect file, you can check this article:Manually upload transactions into QuickBooks Online.

 

I’m also adding a link on how to add attachments to your customer and vendor profiles: Attachments in QuickBooks Online

 

The Community team is here in case you need further assistance.