Connecting to your bank account and downloading your transactions into QuickBooks makes it easy for you to track your income and expenses. You can connect using any one of these methods:
Below we recommend which method to use.
Scenario 1: Open Banking Connection
QuickBooks is now connected to your selected bank account(s), and your transactions will be waiting for you on the Banking page.
Scenario 2: Standard Feed
We're working towards moving all bank connections to open banking. If your bank account is still being worked on, connect via standard feeds. Check whether your bank account is ready.
The number of transactions that can be downloaded depends on the bank. If you need more transactions, refer to scenario 3.
Scenario 3: Importing CSV file
If you are setting up your QuickBooks account half way through your financial year, you’ll need to download all your transactions from the start of the financial year and import them into QuickBooks.
It’s really important to prepare your spreadsheet before you begin your import. Here are some tips:
Here's how your file looks like when it's ready.
Now that you've prepared your .CSV file, you are ready to import bank transactions from CSV file to QuickBooks
Quick question: If I do a manual upload once to introduce the bank account to the banking section it works very well. However, the bank balance shows as zero each time while the Quickbooks balance below it shows correctly. Any fix? See attached yellow highlight from banking section.
Thanks for your post! The bank balance will only show here if there is a live connection to your bank, otherwise this will show as 0.00 if there is no feed connected and you are using manual uploads instead :)
Hi, I have connected on bank account to a bank - it was earlier manual. My other bank account, which is still manual because there is not connection has now disappeared from my dashboard so I can no longer upload transactions to it. It is set up as a bank and all the uploaded transactions are there, but the only way I can enter transactions is by manually typing them in, not by a csv upload any longer.
Thanks for reaching out to us here in the Community, Michael_Vowles.
Once done, it’s time to go to the Banking menu to match and categorize the transactions.
I'll be here if you need additional support about bank connection in QuickBooks Online or if you need anything else. Have a great day.