Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
I'm here to ensure you can successfully add your transactions to QuickBooks Online (QBO), Cool.
To begin, can you tell us the specific instructions you followed and the name of your Financial Institution (FI)? This information will help us determine the necessary troubleshooting steps to resolve your concern.
When you connect a bank account to online banking, QBO automatically downloads transactions and categorises them. Also, some banks let you download the last 90 days of entries while others can go back as far as 24 months.
In case the entries you're trying to bring into QBO are beyond the period previously mentioned, you can manually upload transactions via a CSV file. Also, the online program supports a 3 or 4-column format for your banking data. Click the following link for more insights about the supported file formats, and steps to fine-tune the formatting for credit card accounts: Format CSV files in Excel to get bank transactions into QuickBooks.
When you're ready, let's look for the date of the oldest transaction in your account to prevent duplicates. Here's how:
Once you have the information handy, let's get the transactions from your bank and import them to your company. For detailed instructions, perform Steps 2 up to 6 in this article: Manually upload your transactions, receipts, and bills into QuickBooks Online.
Now that your banking entries are in QBO, find and categorise them to keep your records organized. In addition, you can set up banking rules to speed up the categorisation process.
Furthermore, reconcile the account to ensure your books are accurate and there aren't any duplicate transactions.
Fill me in if you have other banking-related concerns or questions. The Community is available round the clock to provide the assistance you need.
You can use one of the converter tools with a one time license (e.g csv2qbo @ $60) as a workaround
https://www.moneythumb.com/?ref=110
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here