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Kileshwor Malla
Level 1

Import file from Excel to bank register

 
Solved
Best answer October 24, 2021

Best Answers
AlexV
QuickBooks Team

Import file from Excel to bank register

Hi Kileshwor Malla!

 

It's quick and easy to import bank transactions to QuickBooks Online. Let me show you!

 

Once you have the file, you can follow these steps on how to import:

  1. Go to the Banking/Transactions menu and select the Banking tab.
  2. Click the Link account dropdown, then Upload from file.
  3. Select Browse or Select files and then select the file you downloaded from your bank, then Next.
  4. In the QuickBooks account dropdown, select the account you want to upload the transactions into, then Next.
  5. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Next.
  6. Select the transactions you would like to import. Then select Next, then Yes.
  7. Tap Let's go.

 

You can also check this article for your reference: Manually upload transactions into QuickBooks Online.

 

Once done, you can now categorize and match them.

 

Keep on posting here if you need more help with banking. I'll assist you.

View solution in original post

2 Comments 2
Fiat Lux - ASIA
Level 15

Import file from Excel to bank register

AlexV
QuickBooks Team

Import file from Excel to bank register

Hi Kileshwor Malla!

 

It's quick and easy to import bank transactions to QuickBooks Online. Let me show you!

 

Once you have the file, you can follow these steps on how to import:

  1. Go to the Banking/Transactions menu and select the Banking tab.
  2. Click the Link account dropdown, then Upload from file.
  3. Select Browse or Select files and then select the file you downloaded from your bank, then Next.
  4. In the QuickBooks account dropdown, select the account you want to upload the transactions into, then Next.
  5. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Next.
  6. Select the transactions you would like to import. Then select Next, then Yes.
  7. Tap Let's go.

 

You can also check this article for your reference: Manually upload transactions into QuickBooks Online.

 

Once done, you can now categorize and match them.

 

Keep on posting here if you need more help with banking. I'll assist you.

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