Hi Lisa R3,
Welcome to the Community. It's essential to import your banking transactions to keep your books up to date. QuickBooks Online is a flexible program that simplifies the way you manage your books. I'd be glad to point you in the right direction to import your banking transactions.
When you connect your financial institution to QuickBooks, the maximum number of transactions available will automatically be downloaded. Keep in mind that some banks only allow 90-days of historical data. QuickBooks Online offers the option to manually import banking transactions using qbo,qfx,ofx or CSV excel file. You can export your bank transactions to one of these files and then import them into QuickBooks. For CSV excel file, I encourage you to review this article on how to format CSV files in Excel to get bank transactions into QuickBooks.
Once you have the file, You can refer to the following steps to import your transactions into QuickBooks.
- Click on the Gear icon
- Select Import data
- Select Bank data
- Upload your file and follow the prompts to complete the import
If you'd like additional assistance, I encourage to reach out to our customer support team. Here are the options available to contact our team
- Schedule a Callback or start a Chat: click (?)Help in the upper right in QuickBooks Online > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.
- Social Media: Facebook, Twitter, and Instagram.
Let me know if you have any questions, I'll be happy to help.
