Manually upload your transactions, receipts, and bills into QuickBooks Online

To prevent duplicating, know the date of the oldest transaction in the account.

1. Go to Settings ⚙ and select Chart of accounts (Take me there).
2. Find the bank or credit card account you want to upload the transactions into.
3. Select Account history.
4. Find and write down the date of the oldest transaction.
   Note: Usually, the oldest transaction is the opening balance.

1. Sign in to your bank or credit card's website.
2. Follow your bank's instructions for how to download CSV files of your transactions to your computer. Every financial institution has different steps.
3. Make sure the date range for the download is at least one day before your oldest transaction.
4. Download your transactions. Save the file somewhere you can easily find it, like your computer's desktop.

Tip: Your bank may offer a few file formats. If possible, pick the QuickBooks Online data (QBO) format. These are formatted specifically for QuickBooks Online. You can also upload transactions from a CSV file or other supported file types.

The biggest file allowed is 350 KB. If it's too big, change the timeframe and download in smaller batches. Ensure you have the .CSV file in the correct format before you upload it.

• Remove any zeroes (0) from the file and leave those cells blank.
• Fix any transactions that show numbers in the Description column.
• Remove the word “amount” from the Credit or Debit column header. They should only say “Credit” and “Debit”.
• Make sure that all dates follow the same format. We recommend you use dd/mm/yyyy format.
• If you’re a Mac user, make sure to save the file as Windows CSV file.
• Some banks add the day of the week in the Date column (for example, 20/11/2018 TUE). You need to remove the day of the week. To do this, split the date and the day of the week into separate columns.

You can only upload CSV file in QuickBooks that has either 3-column or 4-column format.

For accounts connected to online banking

1. Go to Transactions, then select Bank transactions (Take me there).
2. Select the blue tile for the account you want to upload the transactions into.
3. Select the Link account ▼ dropdown and then Upload from file.
4. Select Drag and drop or select files and then select the file you downloaded from your bank. Then select Continue.
5. In the QuickBooks Account ▼ dropdown, select the account you want to upload the transactions into. Then select Continue.
   Note: If you're new to QuickBooks, you may not have an account to upload the transactions into. If you don't see one, select Add New ▼ from the dropdown to connect a new bank account.
6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
7. Select the transactions you would like to import. Then select Continue.
8. Select Yes.
9. When you've accepted your transactions, select Done.

If you see an error message, don't worry. Here's how to fix specific bank errors when uploading transactions.

Note: There's a 1,000 line limit per upload.

Now that your transactions are in QuickBooks, it's time to find and categorise them. The transactions go into your accounts after you review them.

QuickBooks Online also enters certain details automatically if you set up any banking rules, or if it recognises transaction descriptions.

Your transactions are now in QuickBooks. The final step is to reconcile them. This ensures your books are accurate and there aren't any duplicate transactions.

Follow these steps to manage your transactions after uploading them to keep your books in check and help ensure that everything is in the right place.