I have made a payment to the Super Clearing House externally and i want to import the bank transaction into Quickbooks. How can i do that?

Good day, @connect2,

 

Let's import your bank transactions via WebConnect to bring them into QuickBooks.

 

To start, you'll first need to log in to your financial institution (FI) and download transactions from there. Then, save the file in a .CSV, .QBO, .QFX, or .OFW format on your computer.

 

Here's how to upload the file:

1. Select Banking from the left menu.
2. Click File upload.
3. Click Browse, then select the file you want to upload.
   
4. Click Next.
5. From the QuickBooks Account drop-down list, select the appropriate bank or credit card, then click Next.
6. Map the statement fields according to your file format, then click Next.
7. Select Yes when prompted.
8. Click Let's go! when the Import completed notification appears.

Once the process is finished, you'll be directed to the Banking window where the imported entries are displayed on the For Review tab. You can then review, add, or match each transaction with the records you've already entered in QBO.

 

Another way of bringing in your sales and expenses is connecting your bank or credit card accounts in QuickBooks Online. QBO automatically downloads and categorises transactions from the last 90 days (or more). Then, all you have to do is approve the work.

 

Feel free to leave a comment below if you need assistance with the steps above and I'll get back to you.

Hi MaryLand, thanks for your answer. I guess my problem is a bi different. I have made the bank transfer to pay the super for my employees from the bank account directly. Now in quickbooks, i can see the transaction in the Banking tab under the "For Review" category. I need to import that and want to know under which account to mark the transaction and if there's anything more to do. Thanks,