Hi there stephanie-thevic,
Taking advantage of the banking feeds feature in QuickBooks Online is a smart move. It makes adding your transactions into your books a much more streamlined process. I'm aware that not all financial institutions allow for a direct connection with QuickBooks, so I love that you're looking to explore other options. Let me give you a hand with manually uploading your transactions.
The first step is to decide how far back you'll need to go to download your transactions. If you've already entered some into QuickBooks and want to match them to your bank, you can go back as far as your oldest transaction. Typically the oldest transaction you pull will be your opening balance, so refer to the corresponding account in your Chart of Accounts to review this.
The next step is to download the transactions from your financial institution's online banking portal as a .CSV file. The steps should be available to you on your bank's website. You'll want to ensure that you specify the date you decided on for your oldest transaction in the first step. Ensure that you save the file somewhere you'll be able to find easily. The file should be no bigger than 350KB. If it's too large, just shorten the date range and download multiple smaller files instead.
Now you'll want to upload the transactions. Here's how:
- Navigate to the Banking or Transactions tab from the left menu.
- Choose Upload transactions.
- Hit Browse to select the file you downloaded from your bank, then hit Next.
- Choose the QuickBooks account that corresponds to this bank account from the dropdown, or hit Add New if you haven't created one yet.
- Follow the prompts to match the columns in your file with the fields that are available within the program. Hit Next.
- Once complete, select Let's Go.
Now you're ready to categorize and match your transactions, and set up banking rules if you want to make your life a little easier. For more indepth instructions on this entire process, and for more handy tips, you can refer to our article on how to Manually upload transactions into QuickBooks Online.
It's as simple as that! Let me know if you run into any issues because I'd be happy to troubleshoot with you. Have a great day.
