Bank Feed, past transactions

Allow me to assist you in uploading your file manually, @kylie_PAR.

QuickBooks Online (QBO) uses a 3-column and 4-column format when importing CSV files. You'll want to check your bank if they offer Quicken (QFX), QuickBooks Online (QBO), or Microsoft Money (OFX). You can pick one of these file formats to upload a file into QBO.

Once you're ready, you can manually upload bank transactions by following these steps.

1. Go to Banking, then Banking at the top. 
2. Select the blue tile for the account you want to upload the transactions into.
3. Tick the Update drop-down, then File upload. See image below.

For details about importing, please check out this link: Manually upload transactions into QuickBooks Online.

We also have a guide on the common errors for importing bank transactions using CSV that I'm sure you'll find helpful. It has instruction that'll help you check a few things before trying again.

Feel welcome to leave a comment anytime if you have questions. You can always count on us here in the Community. Thanks for joining us today and have a lovely weekend ahead.

The only types of files i can download from my bank are CSV or Microsoft Money in.qif

Hello there, @kylie_PAR.

 

Aside from the mention file types above, you can use the CSV file to import your transaction in QuickBooks Online (QBO)

When importing transactions in QBO using a CSV file, you'll need to follow the format by using either a 3 or 4 columns. This is to ensure that it will reflect accurately in your For Review tab. 

The 3-column template has columns for the Date, a Description of the transaction, and the Amount of the transaction. While, the 4-column template has a Date column, a Description column, and both a Credit and a Debit column. 

Additionally, you can manually add the bank transactions if you can't download them. There are several ways on how you can manually enter a transaction in QuickBooks Online. You can do it by clicking the + New sign, through the register, or on the transaction screen. 

 You can use these articles for more detailed steps in importing your transactions:

• Import bank transactions using Excel CSV files
• Common errors for importing bank transactions using CSV

Also, here are some articles to help review your bank and credit card transactions:

• Match and categorize bank transactions
• Assign, categorize, edit, and add your downloaded banking transactions

Leave your comments below if you have other questions. I'm always here to help.