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Level 1

How do i find an account that i want to import?

1 Comment
QuickBooks Team

How do i find an account that i want to import?

It seems like you're trying to import bank transactions, Danshiver.


I'll help you with finding the bank account and importing the transactions.


Here's how:

  1. Click Banking, then go to the Banking tab.
  2. Select Upload transactions.
  3. Select the file, click Open, then Browse.
  4. Click Next.
  5. On the Select an account page, click the drop-down arrow under QuickBooks Account, then select the bank.
  6. Click Next.
  7. Map the columns, then click Next.
  8. Select the transactions you want to import, then click Next.
  9. Click Yes to confirm.

I'll share some articles about import bank transactions for additional reference:

We're just around if you need more help with importing. Feel free to click the Reply button below.

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