Let me share some information to help you manage bank transactions, tidalcoffee.
In QuickBooks Online (QBO), when you connect a bank account for the first time, the transactions it sends to QBO depend on your bank. If the bank only provides limited data, some transactions may be missing, and you may need to manually upload them to ensure your records are complete.
To upload transactions manually, here's how:
- Open Bank Transactions page, and go to New transaction dropdown and select Upload bank statement.
- Upload the file from your bank, then click Continue.
- Choose the account to upload transactions into and click Continue.
- Match the file columns with QuickBooks fields, then click Continue.
- Select the transactions to import and confirm by clicking Yes and Got it.
Feel free to click the Reply button below if you have further questions.
