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What file format you can download from your bank? pdf, csv, or others?
Hi, only pdf unfortunately
Hi there, James. I'm glad to walk you through uploading your transactions into QuickBooks Online (QBO).
If you've connected your bank to QBO bank feeds, please note that some banks can only fetch transactions for a limited number of months. In such cases, you can import backdated transactions by uploading a CSV file into QuickBooks.
Before you proceed, obtain a CSV file from your bank and modify it into the correct format to avoid upload errors.
Once you've done that, follow these steps:
Please note that there's a 1,000-line limit per upload. For more info and detailed steps, refer to this article: Manually upload transactions into QuickBooks Online.
After completing the upload, ensure that you categorize your transactions into the correct categories for better organization.
Let me know if you need further assistance with uploading your transactions to QuickBooks, James. I'm here to assist you.
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