
Manually upload transactions into QuickBooks Online
by Intuit•1388• Updated 5 days ago
When you connect your bank and credit card accounts, QuickBooks automatically downloads transactions up to a certain date. If you can’t connect your bank to QuickBooks or want to add transactions from before you did so, upload either an account statement from your bank or a list of transactions.
Note: When you upload your bank and credit card transactions, it is important to know if they go to one account or individual accounts. Setup parent accounts and subaccounts on your chart of accounts to smoothly upload your transactions.
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Prerequisites
See your financial institution’s website to learn how to get a record of your transactions from them. Make sure the record or account statement starts at least one day before your oldest QuickBooks transaction in that account.
Before you upload your files, check your Chart of accounts to avoid creating duplicate transactions. Follow this link to complete the steps in product .
Note: To categorize your uploaded transactions as you upload them, set up bank rules in QuickBooks first.
Upload an account statement as an image or PDF
When you upload a PDF or image, our AI extracts the info from the account statement and imports it into QuickBooks Online.
Follow this link to complete the steps in product
- If you see a tile for the account you want to upload transactions into, select it.
- Select the Link account ▼ dropdown, then select Upload from file. If your account isn't connected yet to online banking, select Upload from file or Or upload transactions manually.
- Upload the account statement as a PDF or image file from your computer.
Note: We may tell you that some items need review. If so, our team of global experts may review your statement to make sure everything is correct. When the statement’s ready, we’ll tell you so on the Bank transactions page. - In the QuickBooks account▼ dropdown, select the account you want to upload the transactions into. Then, select Continue.
Note: If you're new to QuickBooks, you may not have an account to upload the transactions into. If you don't see one, select Add New ▼ from the dropdown to create a new bank account. - Check the side-by-side view of your account statement and what QuickBooks extracted from it. Edit any fields or items that need your attention and review everything for accuracy.
- Select Save. You’ll see the transactions on your Bank transactions page for that bank or credit card account.
Upload a list
Follow these steps if you'd like to upload your bank statement from these file types: .csv, .txt, .qbo, or .ofx. You can include up to 1,000 lines per upload. Each line contains one transaction.
Follow this link to complete the steps in product
- If you see a tile for the account you want to upload transactions into, select it.
- Select the Link account ▼ dropdown, then select Upload from file. If your account isn't connected yet to online banking, select Upload from file or Or upload transactions manually.
- Select Drag and drop or select files, and select the file you downloaded from your bank. Then, select Continue.
- In the QuickBooks account▼ dropdown, select the account you want to upload the transactions into. Then, select Continue.
Note: If you're new to QuickBooks, you may not have an account to upload the transactions into. If you don't see one, select Add New ▼ from the dropdown to create a new bank account. - Match the columns in the file with the correct fields in QuickBooks. Then select Continue.
- Select the transactions you would like to import. Then select Continue.
- Select Yes, then select Done.
Note: QuickBooks may add additional details if we recognize transaction descriptions, or based on your banking rules.
Next steps
Match and categorize your uploaded transactions to place them in the correct accounts. Then reconcile them to make sure they’re recorded correctly
Related links
- Categorize online bank transactions in QuickBooks Online
- Connect bank and credit card accounts to QuickBooks Online
- Fix bank upload errors in QuickBooks Online
- How AI suggestions help match and categorize bank transactions
- Reconcile transactions that are older than your opening balance in QuickBooks Online
- Set up bank rules to categorize online banking transactions in QuickBooks Online
- Format CSV files in Excel to get bank transactions into QuickBooks
- Connect your Amazon Business account to QuickBooks Online
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