Manually upload bank transactions multiple times a day

Hi RM6,

Thanks for reaching out here.  QuickBooks Online enables you to manually upload your transactions seamlessly, without duplication of previous entries.  I'd be happy to help!

When manually uploading transactions, you'll download them from your financial institution in .CSV format.  Before uploading the file into QuickBooks Online, you can remove duplicate transactions.  Keep in mind that you'll also need to remove blank rows for a smooth transition, during the upload process.  However, if you notice duplicate entries already in your bank feed, here's how to remove them, so your account remains accurate;

1. Open Banking from the left menu

2. Select the For Review tab

3. Checkmark the box beside all duplicate entries

4. Select Exclude

Note: You can permanently delete the transactions from the Excluded tab by selecting all items and then hit Delete. This process is irreversible and any transactions deleted in error will need to be recreated manually.

If you have any other questions, feel free to reach back out.  We're always glad to assist!

Trish_T

Thanks for the response but I still have some questions.

1) Since my bank doesn't support linking accounts any more, I "de-linked" in Quickbooks 1 of the 2 accounts I have with with them. Although the Bank account is still in Quickboks (I did not delete the account), it no longer appears on the Banking tab. Only 1 of the 2 does (the one that is still linked although not working).

So, how do I manually up load the CSV file when the account no longer appears on the banking screen?  It seems that normally you would select the account on the Banking tab (turning it bule) and then select to upload transactions for that account.  Do I get a chance to say which bank account the upload applies to in any case?

2) Is there away to get my "de-linked" account back on to the Banking tab so I can readily see the bank balance versus the Quickbook balance?

3) I mentioned that my bank supports exporting QBO files. Would this be a better format to upload? For example,

    a) If using a QBO file, will it automatically ignore old transactions?

    b) Is it easier for Quickbooks to manage matching fields with the bank account with this format?

Hi RM6,

Thanks for getting back to me here.  When you disconnect an account from QuickBooks Online, your existing data won't change.  To see the account history for the disconnected account, follow these steps;

1. Open your Settings ⚙ and select Chart of Accounts

2. Click on the small ⚙ above the Action column

3. Place a checkmark in the box to Include Inactive

4. Locate the account and hit Make Active

With regards to manually uploading your transactions, you'll want to ensure that duplicate entries don't occur.  To do this, make note of the last transaction recorded in QuickBooks Online, by going to your Chart of Accounts.  Locate the account in your list and select Account History.  Write down the Date of the last transaction.  When you sign into your bank's website, select the date range according to the date of the last transaction.  Review the file before uploading it into QuickBooks and remove any duplicates that you recognize, and ensure you remove any blank lines from the file.  This will ensure a smooth transition into QuickBooks.  Your bank may offer a few formats.  QBO format is exclusively for QuickBooks Online.  However, you can also use the CSV format.

For accounts that aren't connected to QuickBooks Online, you can upload the transactions by following these steps;

1, Open Banking from the left menu 

2. Click on the ▼ beside Link Account and select upload from file

3. Choose to Drag and Drop, or Select Files

4. In the QuickBooks account ▼  dropdown, select the account you want to upload the transactions into

5. Hit Continue

6. Match the columns on the file with the fields in QuickBooks and then Continue

7. Select the transactions and Continue

8. When you're finished, hit Done

In addition, you can simplify the process of matching your transactions by creating Bank Rules.  This is a valuable time saver!

When you're ready to link your bank to QuickBooks Online, please contact us outside of Community.  With your consent, our Customer Care team can work with you virtually, and ensure you're able to accomplish the connection successfully!

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.
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Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

Let us know if you have other questions or concerns.  We're here for you!
 

I tried these steps and got the message "The uploaded file isn't a valid Web Connect file." 

I tried contacting support per your instructions and I don't get any response to allow me to contact support. It did the first time I tried it but I waited about 30 minutes and no one came on the chat. Now I get no option to chat with support.

Is there a phone number I can call?