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Everything you need to know about connecting your bank and credit cards in QuickBooks Online
BeeMellow
Level 1

How can I manually enter bank account transactions?

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?

2 Comments 2
EduardA
QuickBooks Team

How can I manually enter bank account transactions?

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:

 

  1. From the Accounting dropdown, select Bank transactions.
  2. On the Bank transactions page, click the Link account dropdown arrow and select Upload from file.
  3. Locate the CSV file on your computer, then select Continue.
  4. Choose the correct bank to upload the CSV file to.
  5. Map the file in QuickBooks, then select Continue.
  6. Choose the transactions you want to import, then select Continue.

 

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.

SIAB
Level 7

How can I manually enter bank account transactions?

@BeeMellow 

What file format can you download from your bank? csv, pdf or else?

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