Manually upload your transactions, receipts, and bills into QuickBooks Online
SOLVED•by QuickBooks•181•Updated 2 hours ago
If your bank or credit card doesn't connect to QuickBooks Online, or if you want to enter past expenses, you can manually upload transactions, receipts, or bills into the system.
This page will take you through the steps to either:
Follow your bank's instructions for how to download CSV files of your transactions to your computer. Every financial institution has different steps.
Make sure the date range for the download is at least one day before your oldest transaction.
Download your transactions. Save the file somewhere you can easily find it, like your computer's desktop.
Tip: Your bank may offer a few file formats. If possible, pick the QuickBooks Online data (QBO) format. These are formatted specifically for QuickBooks Online. You can also upload transactions from a CSV file or other supported file types.
The biggest file allowed is 350 KB. If it's too big, change the timeframe and download in smaller batches. Ensure you have the .CSV file in the correct format before you upload it.
Remove any zeroes (0) from the file and leave those cells blank.
Fix any transactions that show numbers in the Description column.
Remove the word “amount” from the Credit or Debit column header. They should only say “Credit” and “Debit”.
Make sure that all dates follow the same format. We recommend you use dd/mm/yyyy format.
If you’re a Mac user, make sure to save the file as Windows CSV file.
Go to Transactions, then select Banktransactions (Take me there).
Select the blue tile for the account you want to upload the transactions into.
Select the Link account▼ dropdown and then Upload from file.
Select Drag and drop or select files and then select the file you downloaded from your bank. Then select Continue.
In the QuickBooks Account▼ dropdown, select the account you want to upload the transactions into. Then select Continue. Note: If you're new to QuickBooks, you may not have an account to upload the transactions into. If you don't see one, select Add New ▼ from the dropdown to connect a new bank account.
Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
Select the transactions you would like to import. Then select Continue.
Select Yes.
When you've accepted your transactions, select Done.
Go to Transactions, then select Banktransactions (Take me there).
Select Upload transactions.
Select Drag and drop or select files and then select the file you downloaded from your bank. Then select Continue.
In the QuickBooks Account ▼ dropdown, select the account you want to upload the transactions into. Then select Continue. Note: If you're new to QuickBooks, you may not have an account to upload the transactions into. If you don't see one, select Add New ▼ from the dropdown to connect a new bank account.
Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
Select the transactions you would like to import. Then select Continue.
Select Yes.
When you've accepted your transactions, select Done
Your transactions are now in QuickBooks. The final step is to reconcile them. This ensures your books are accurate and there aren't any duplicate transactions.
Follow these steps to manage your transactions after uploading them to keep your books in check and help ensure that everything is in the right place.
Have any other questions for our team?
If any of your questions were left unanswered, we'd love to hear them! Pop over to our QuickBooks Community's discussion on sales receipts where you can ask your questions, have them answered by qualified QuickBooks Online experts, and hopefully help others with the same questions out in the process.