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Everything you need to know about banking in QuickBooks Online - Discover more
stefan-tannhaeus
Level 1

I accidentally disconnected my file upload account. Can you pls help me to bring it back. thx!!!

 
1 REPLY 1
Rasa-LilaM
QuickBooks Team

I accidentally disconnected my file upload account. Can you pls help me to bring it back. thx!!!

Greetings, stefan-tannhaeus.


Welcome aboard to the Online Community. I can help you bring back the uploaded transactions.


You still have to use the WebConnect feature to bring transactions to QuickBooks. To start off, log in to your financial institution’s website and download the data.


Once done, you can now import transactions to your QuickBooks company. Let me guide you through the process.

 

  1. Go to Banking on the left panel, then select Banking.
  2. Click on the drop-down for Update, and select Upload transactions manually.
  3. On the Upload file page, click on the Browse button and locate the file you’re working on.
  4. Select Open, then click Next.
  5. On the Map CSV columns page, make sure to match the account field to a QuickBooks field.
  6. On the CSV transactions for import page, select the data you want to import.
  7. Click on Next and Let's go!.


For more in-depth information about downloading transactions, check out the How to upload more than 90 days of bank transactions article.


With these steps, you should now see the data added in your account.


Let me know about your success downloading QuickBooks, or if you have any other concerns. I'll be right here ready to help.

 

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