Greetings, Steve.
Yes, we can manually import sales transactions into QuickBooks using a CSV file.
No worries, this is quick and easy. Let me show you how:
- Go to Transactions, then click Bank transactions.
- Choose Upload transactions.
- Select Drag and drop or select files then choose the file you downloaded from your bank. Then, hit Continue.
- From the QuickBooks account dropdown list, select the account you want to upload the transactions. Then click Continue.
- Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
- Choose the transactions you would like to import, and then Continue.
- Click Yes, and then Done.
Check out this article for more info: Manually upload transactions into QuickBooks Online.
Afterward, we can review your accounts to ensure they match your bank and credit card statements. This way, we can identify if there are discrepancies, errors, or missing transactions.
Hit the Reply button if you have additional questions about managing sales transactions. Have a good day!
