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ssun0415-gmail-c
Level 1

Hi, I try to upload my old transections manually but I can't find "Upload button" on "Transactions-Banking" all I see it is my new transaction. Is anybody know why?

 
1 Comment 1
JamesDuanT
Moderator

Hi, I try to upload my old transections manually but I can't find "Upload button" on "Transactions-Banking" all I see it is my new transaction. Is anybody know why?

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:

  1. In the Banking page, highlight the connected bank account you want to upload the file.
  2. Click the drop-down arrow next to Update and select File upload.
  3. Follow the upload process.

Or 

  1. In the Banking page, highlight the connected bank account you want to upload the file.
  2. Click the drop-down arrow next to Link account.
  3. Select Upload from file.
  4. 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.

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