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Join nowHello 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.
Solved! Go to Solution.
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.
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!
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.
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!
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!!
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!!