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I cannot download bank account transactions as the bank only allows 18months. I have bank statements. I need to manually enter the bank transactions. Should I enter them in an excel then upload to QB Online or enter them in QB?
Hi there, @BeeMellow — welcome to the Community.
You can manually import those bank transactions that you cannot download from your bank into QuickBooks Online (QBO). All you have to do is save them in Excel as a CSV file, then upload the file on the Bank transactions page.
Here's the step-by-step guide:
To properly format your CSV file and successfully import it into QBO, you may want to visit these articles:
To help with categorizing your bank transactions, check out this content: Categorize online bank transactions in QuickBooks Online.
If you have any other questions, don't hesitate to leave a comment in the thread. We're here to assist you 24/7.
What file format can you download from your bank? csv, pdf or else?
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