Hi there, pictureperfectpr.
Yes, you can manually upload your bank transactions to QuickBooks, and I'm here to guide you through the process.
To start, you'll need to obtain a CSV file of your transactions from your bank. It's essential to ensure that the file is in the correct format to avoid errors in QuickBooks. You can use either the 3-column format with the Date, Description, and Amount columns or the 4-column format with the Date, Description, Credit, and Debit columns.
Once you've confirmed that the file is formatted correctly, you can proceed to upload the transactions to QuickBooks. Here's how:
- Go to Transactions, then select Bank transactions.
- Select the tile for the account you want to upload the transactions.
- Click the Link account▼ dropdown, then Upload from file.
- Click Drag and drop or select files and select the file you downloaded from your bank. Then, press Continue.
- In the QuickBooks account▼ dropdown, choose the account you want to upload the transactions into. Then, press Continue. You can also add a new account.
- Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
- Select the transactions you like to import. Then select Continue.
- Hit Yes. Then, Done.
For more detailed steps, you can refer to this article: Manually upload transactions into QuickBooks Online.
Once done uploading your transactions, make sure you categorize them to ensure they're under the right accounts.
Come back to this post if you have any other questions about manually uploading transactions to QuickBooks. I'll be around to help you out.
