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Level 1

Imported bank statements are going straight to my Quickbooks Pro2018 Desktop, rather than my Quickbooks Online account, is there a way to import to QBO instead?

 
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Imported bank statements are going straight to my Quickbooks Pro2018 Desktop, rather than my Quickbooks Online account, is there a way to import to QBO instead?

Greetings northwoodsflora,

 

Let's get your bank transactions uploaded into your QuickBooks Online (QBO) account.

 

To do this, you'll have to connect your bank account into QBO.

 

Here's how:

  1. Select Banking, on the left pane.
  2. On the Banking page, choose Add Account (see the screenshot below).
  3. Search and select your financial institution from the list.
  4. Enter your Login credentials for the financial institution's website and select Continue.
  5. Complete the security verification steps your financial institution requires and select Securely connect.
  6. Select the bank emblem for the account you want to connect.
  7. Select the Account type drop-down menu to choose either a Bank or Credit Card account.
  8. If you haven't already created the account, you can select +Add new to create a new account.
  9. Select Connect.

image.png

 

Here's a relevant article for the detailed steps: How to add and connect bank and credit card accounts.

 

Once done, you can now assign, categorize, edit, and add your downloaded banking transactions

 

That's it. If you have follow-up questions, feel free to let me know. I'll be here and ready to help anytime. Have a great weekend!

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