Let me share what I know about the uploading process, ssun0415-gmail-c.
The Upload button will automatically appear if you haven't connected any actual bank accounts to QuickBooks Online. If you have already connected a bank account and need to upload a file, here's how to do it:
- In the Banking page, highlight the connected bank account you want to upload the file.
- Click the drop-down arrow next to Update and select File upload.
- Follow the upload process.
Or
- In the Banking page, highlight the connected bank account you want to upload the file.
- Click the drop-down arrow next to Link account.
- Select Upload from file.
- Follow the upload process.
You can also use these links for reference in uploading the file:
Once you've upload the file successfully, you can already categorize the bank transactions.
Note: Just refresh the articles if you're unable to view the details.
We'll be right here if you need further assistance in uploading the file.