Hi there userhammerveenstra and welcome to the QuickBooks Community!
Adding your income and expense transactions via a direct connection to your bank statement makes the bookkeeping process much more streamlined, so I'm glad you're considering this option. QuickBooks Online gives you the option to connect directly to your account via your online banking credentials as you know, but also by manual upload. Let me go over the steps.
I know that connecting your accounts directly through QuickBooks may not be the right solution for all business owners. Luckily, this is why the option to manually upload your transactions exists! You have the ability to import only the transactions you need into the bank feed for review, where you can categorize them as you see fit. Follow these steps to Manually upload transactions into QuickBooks Online:
- Access the online banking portal for your bank account or credit card.
- Follow the instructions for your institution to download the transactions you need as a .CSV file. The maximum file size is 350 KB so make sure it's smaller than that by shortening the date range you're using.
- Navigate to the Banking or Transactions menu from the left.
- Hit Upload transactions in the upper right.
- Browse to find the .CSV file you downloaded from your bank and hit Next.
- Choose the QuickBooks account that you want to upload the transactions into or hit Add New to set one up.
- Follow the steps on screen to match the columns in the file with the fields in QuickBooks, hitting Next to continue.
- Select Let's go when you're finished.
Now you're ready to Categorize and match your transactions, and even Setup bank rules so that QuickBooks will automatically categorize your transactions for you! I know you'll have no problem getting this sorted out, but if you come up with any other questions, you know where to find me. I'm here to make sure that you get your bookkeeping done so you can focus on doing what you love!
