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:
- Navigate to the Transactions menu on the left panel and select Chart of accounts.
- Search for the bank or credit card account you're working on and select Account history.
- Find and write down the date of the oldest entry and it's usually the opening balance.
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.
