Let me guide you on how you bring in your June 30th bank balance, Janeen.
QuickBooks Online (QBO) lets you connect your bank or credit card account so you don't have to manually enter your transactions. Since these transactions are already in your Excel file, you can import them to QBO. Some banks allow you to download transactions from their website in CSV format, and you can upload CSV in two different formats. These are the 3-column and 4-column format. To import, follow the steps below:
- Navigate to the Profile ⚙ icon and select Imports.
- Select Import transactions.
- Follow the onscreen steps to upload the CSV file.
- Select Import.
To give you more information, you can also upload transactions manually. Check out this article to show you the detailed steps of the process: Manually Upload Your Transactions, Receipts, and Bill into QuickBooks Online.
Additionally, learn how you can find transactions and categorise them so they go to the right accounts. I've added this handy article for your guide: Find, Categorise, and Edit Transactions in QuickBooks Online.
Let us know if you have any other concerns about bringing bank balances. We'll always be right to help you.
