Let's take this one step at a time, sevensalon.
To add a bank account in QuickBooks Online, we can go to your Chart of Accounts and create one.
- Click Accounting on the left menu and go to the Chart of Accounts tab.
- Select the New button and enter the necessary details:
• Account Type
• Detail Type
• Name
• Account Balance
- Click Save and Close.
After we set up the bank account, we can already import your bank transactions manually. Here's the process that we'll follow:
- Download the WebConnect file (.CSV) from your bank's website.
- Review the downloaded file. You can change its format if necessary.
- Upload it in QuickBooks Online.
You can use this article to see the detailed instructions: Manually upload transactions into QuickBooks Online.
Once you have imported the bank transactions, you can start categorizing them to the correct accounts. Then, reconcile the account later on.
Meanwhile, may I know what is the reason your bank cannot connect to QBO? If they are not yet supported, you can send a request so we can coordinate with your bank. You can use this link for more information: Find your bank when you connect to online banking.
Otherwise, we'd appreciate additional about the prompt or error message. We'll be right here if you need anything. Have a great day!