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Best answer May 25, 2023
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There's another way, @kathypOCFH. I'd be delighted to lay down the steps to enter your bank transactions into the QuickBooks Online (QBO) program.
Since you cannot upload your bank transactions using a CSV file to QBO, I suggest manually entering your bank transactions one at a time directly into account registers in QBO.
Follow these steps to proceed:
- Go to Settings ⚙ and select Chart of accounts.
- Find the account register you want to review.
- Select View register from the Actions column.
- Click the Add check ▼ dropdown menu at the top of the list.
- Select the type of transaction you want to add.
- Fill out the fields to complete the transaction.
- Once done, select Save.
Once everything's good with your transactions, you can visit these resources that will help you to speed up the review process of your online bank transactions:
- Categorize and match online bank transactions in QuickBooks Online
- Set up bank rules to categorize online banking transactions in QuickBooks Online
I'm always around and ready to help if you have more questions about recording your bank transactions in QBO. Click the Reply button to add your comment so I can further assist you. Have a great day!
Greetings, @kathypOCFH. I know how you can manually enter transactions from your bank statement into QuickBooks Online.
The data uploaded to QuickBooks is dependent on what your financial institution (FI) provides when linking your bank account. Some share up to the recent 90 days' worth of data.
Follow these steps to add older transactions to your account:
- Open the Bookkeeping menu, then click on Transactions.
- Hit Bank transactions.
- Choose the blue tile for the account to which you want to upload the transactions.
- Go to the Link account ▼ dropdown and then hit Upload from file.
- Click on Drag and drop or select files and choose the file you downloaded from your bank. Then hit Continue.
- Go to the QuickBooks account ▼ dropdown, and choose the account you want to upload the transactions into. Then hit Continue.
- Perform the onscreen steps to match the columns on the file with the right fields in QuickBooks. Then hit Continue.
- Choose the transactions you would like to import. Then click on Continue.
- Hit Yes.
- Once transactions are accepted, select Done.
Once everything is uploaded, you can match and categorize your transactions to keep them in order.
Feel free also to read this article to resolve any issues you encounter when uploading: Fix bank upload errors in QuickBooks Online.
You can always reply if you need more help with banking or QuickBooks. Have a good one!
There's another way, @kathypOCFH. I'd be delighted to lay down the steps to enter your bank transactions into the QuickBooks Online (QBO) program.
Since you cannot upload your bank transactions using a CSV file to QBO, I suggest manually entering your bank transactions one at a time directly into account registers in QBO.
Follow these steps to proceed:
- Go to Settings ⚙ and select Chart of accounts.
- Find the account register you want to review.
- Select View register from the Actions column.
- Click the Add check ▼ dropdown menu at the top of the list.
- Select the type of transaction you want to add.
- Fill out the fields to complete the transaction.
- Once done, select Save.
Once everything's good with your transactions, you can visit these resources that will help you to speed up the review process of your online bank transactions:
- Categorize and match online bank transactions in QuickBooks Online
- Set up bank rules to categorize online banking transactions in QuickBooks Online
I'm always around and ready to help if you have more questions about recording your bank transactions in QBO. Click the Reply button to add your comment so I can further assist you. Have a great day!
I apologize for the inconvenience you are experiencing with uploading a CSV file in QuickBooks Online (QBO), Kathy. There could be various reasons why you are unable to complete this task. Allow me to provide some possible explanations and solutions to resolve the issue.
Firstly, ensure that the CSV file you are trying to upload is formatted correctly. QBO has specific requirements for CSV files, such as column headers and data structure. Make sure the file adheres to these guidelines to ensure successful upload.
We only need the basic data of your transactions in the CSV file; the date, description, and amount (in 1 column or 2 columns).
When you reach the page to map your transactions, just select the corresponding columns in the fields indicated. Here's a sample for both setups:
Second, verify that the file size is within the permissible limit. QuickBooks Online has a maximum file size limit for CSV uploads, and exceeding this limit can result in upload failures. If your file is too large, consider splitting it into smaller chunks or compressing it before attempting to upload.
Additionally, I have included these additional resources that provide more information regarding common errors and the required format when uploading a CSV file:
- Common errors for importing bank transactions using CSV
- Format CSV files in Excel to get bank transactions into QuickBooks
You might also want to consider changing your QuickBooks Community username as it appears to contain your company ID, which may compromise your privacy and security.
I hope this information helps you troubleshoot the problem and successfully upload your CSV file. If you have any further questions or need additional assistance, please don't hesitate to ask.
