Hello natalieparsons-1,
Welcome to Community! I can understand how the loss of connection with your financial institution and QuickBooks Online, can have a negative impact on your day. When this happens, our Development Team prioritizes the investigation, so you can update your transactions as soon as possible. However, some issues may take a little longer to resolve. To ensure your books are accurate, and prevent any associated fees, you can manually upload your transactions. I would be happy to show you how!
Before proceeding, It's important to make note of the last transaction in QuickBooks, to prevent any duplicate entries. Follow these steps to locate the information:
1. Open your Settings ⚙ and select Chart of Accounts
2. Locate the account in your list and select Account history t
3. Write down the date of the last transaction
Next, sign in to your bank or credit card's website.
2. Make sure the date range for the transactions according to the date of the last transaction in QuickBooks
3. Follow your bank's instructions to download your file in CSV format, and save the file somewhere you can easily find it.
4. Open and review the file to make sure it's in the correct format before you upload it.
Follow these steps to upload the transactions into QuickBooks Online:
1. Login to QuickBooks Online
2. From the Transactions menu, select the Banking
3. Click the blue tile for the account you're uploading the transactions into
4. Select the ▼ dropdown arrow beside Link account and then Upload from file
5. Hit Browse and select the CSV file you downloaded from your bank, then click Next
6. From the Account ▼ dropdown, choose your account and hit Next
7. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks and hit Next
8. Select the transactions to import and continue through the prompts
9. Choose Yes to continue
9. When you're ready, hit Done.
If you notice any duplicate entries, here's how to remove them:
1. From the For Review tab, checkmark the box beside all duplicated entries
2. Select Exclude
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.
You're ready to match and categorize your transactions. Here's a helpful guide for future reference, to assist with manually uploading transactions in QuickBooks Online.
If you have any other questions, please don't hesitate to reach back out. We would love to help!
