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Buy nowI'm having a hard time inputting manually the entries for bank register under charter of accounts. Is there a way to import excel/csv file into bank register?
It's good to see you here in the Community, @Mai3.
I know a way on how you can import transactions in your bank register inside QuickBooks Online.
To begin, you'll need to choose a start date. Also, you'll need to know the date of the account's oldest existing transaction. This way, you can avoid recording duplicate transactions.
Here's how you can do it:
After that, follow the steps 2 through 6 in this article: Manually upload transactions into QuickBooks Online. This will make it easier for you to upload transactions manually.
I'm also adding some helpful articles to guide you with accessing, managing, and printing reports in QBO:
Reply to this thread if you have other concerns with QuickBooks or questions related to importing. I'm always here to assist. Have a nice day!
Prepare your Bank Statement data with the following template
TxnDate | PrivateNote | Currency | ExchangeRate | DepositToAccount | Entity | LineDesc | LineAmount | Account |
28/07/2020 | Manual Feed | Checking | Jane Smith | Monthly Dues | 25 | Account1 | ||
29/07/2020 | Manual Feed | Checking | Bank of the West | July Fees | -15 | Office Expenses | ||
30/07/2020 | Manual Feed | Checking | Staples | Paper for Copier | -50 | Office Expenses | ||
01/08/2020 | Manual Feed | Checking | Teddy Jones | Charitable Contribution | 500 | Account1 |
then utilize an importer tool
https://transactionpro.grsm.io/qbo
Otherwise, utilize a converter app to get the QBO file and import it into your QBO account.
https://www.moneythumb.com/?ref=110
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