Add a new bank account without connecting to bank on QBO

BlueRiverCrossing · ‎May 21, 2020

Hello fellow Quickbookers

My business is based in a Latin American country and I cannot connect my bank accounts to Quickbooks Online like in the U.S.

I managed to manually open one account, in the Banking module, by uploading an .CSV but I cannot find the way to open a second account with this method.

Please help.

Catherine_B · ‎May 21, 2020

I'm here to walk you through and get your bank downloaded transactions be uploaded, BlueRiverCrossing.

Good job and you were able to successfully added your transactions manually. I'll show you how to add another bank account and add their transactions.

From the left menu, click Banking and select Banking.
At the upper-right, select File upload.
Click Browser and open the CSV fie.
Hit Next and select an account or click +Add new. Then, Next.
Map the columns and then Next again.
Review the transactions to import and click Next to successfully add them.
Hit Let's go!

Now you categorize your transactions to add them in your bank's register. Then, reconcile it after.

I'll be around the corner if there there's anything else that you need help with. Take care always and have great day!

View solution in original post

Catherine_B · ‎May 21, 2020

I'm here to walk you through and get your bank downloaded transactions be uploaded, BlueRiverCrossing.

Good job and you were able to successfully added your transactions manually. I'll show you how to add another bank account and add their transactions.

From the left menu, click Banking and select Banking.
At the upper-right, select File upload.
Click Browser and open the CSV fie.
Hit Next and select an account or click +Add new. Then, Next.
Map the columns and then Next again.
Review the transactions to import and click Next to successfully add them.
Hit Let's go!

Now you categorize your transactions to add them in your bank's register. Then, reconcile it after.

I'll be around the corner if there there's anything else that you need help with. Take care always and have great day!

View solution in original post

BlueRiverCrossing · ‎May 22, 2020

Thank you Cathy!!

You made my day!!!! I had to tinker a little.

A note for my fellow Quickbookers that are not in the US.

• My spreadsheet had some settings based on my country. This includes the symbol it uses to separate the decimals. The default settings for Spanish is to use a comma instead of a period. For example, in the US (or QBO) $10.99 would look like this: $10,99 Make sure you fix this by changing the settings based on the US.

• I also had to save my .CSV in Unicode UTF-8 for QBO to read my file.

And problem solved!!

BlueRiverCrossing · ‎May 22, 2020

Thank you Cathy!!

You made my day!!!! I had to tinker a little.

A note for my fellow Quickbookers that are not in the US.

• My spreadsheet had some settings based on my country. This includes the symbol it uses to separate the decimals. The default settings for Spanish is to use a comma instead of a period. For example, in the US (or QBO) $10.99 would look like this: $10,99 Make sure you fix this by changing the settings based on the US.

• I also had to save my .CSV in Unicode UTF-8 for QBO to read my file.

And problem solved!!

Topics

Training

Community

Resources

Add a new bank account without connecting to bank on QBO