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moodydl
Level 1

How to manually add bank transactions

 
4 Comments 4
Nick_M
QuickBooks Team

How to manually add bank transactions

Hi there, moodydl.

 

I'm happy to help, what you'll want to do is manually upload your bank transactions from a CSV file. Follow the steps below to see how.

 

To import transactions from a CSV file:

  1. Select the left Banking menu and select Banking.
  2. Select File upload. If you’ve never connected an account, you can select Upload transactions manually. You can also begin your upload from the Import Data page (select Settings ⚙, under Tools select Import Data, and select Bank Data).
  3. Select Browse and choose the file you downloaded from your bank. If you haven't downloaded your CSV file yet, follow the onscreen instructions in the Upload file window to download your transactions and then select the file you downloaded.
  4. Select Open, then select Next.
  5. From the QuickBooks Account drop-down list, select the bank or credit card account then select Next.
  6. Select a Datedate formatDescription, and AccountNote: You can choose 1 column or 2 columns.
  7. Select Next.
  8. Select the checkboxes of the transactions to import and select Next.
  9. Select Yes.
  10. Select Let's go! when the Import completed notification appears.

Once the import is finished, you are directed to the Banking menu or Transactions menu where your imported transactions are displayed on the For Review tab. You can review, add, or match each transaction.

 

I'm also including a helpful article which includes the steps above as well as much more information that I believe would be very beneficial to you and your business. 

If you have any other questions or concerns, feel free to post below at any time. Thanks and have a nice afternoon. 

Lj0552
Level 2

How to manually add bank transactions

This did not help.  Do you have other references?  I am connected to the bank feed.  The bank changed the format of the statement the first month of the "dropped" data.  I've only 10 entries to make.  I'm concerned about linked entries.

ArielI
QuickBooks Team

How to manually add bank transactions

Hello, @Lj0552.

 

I can see the importance of adding bank transactions manually. I am here to help you.

 

After checking, it appears that my colleague already responded to your question on a duplicate thread. Visit this link to review the recommendations: https://quickbooks.intuit.com/learn-support/en-us/banking/re-bank-transactions-not-imported-for-3-mo...

 

Don't hesitate to let me know if you have additional questions about adding bank transactions in QuickBooks. I'm always here to help. Take care always.

4Gal
Level 6

How to manually add bank transactions

@Lj0552 

You can use MT Online or one of the converter tools (e.g csv2qbo @ $60 one time license) as a workaround.

https://www.moneythumb.com/?ref=110

 

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