How do I upload bank transactions into Quick books online from Fidelity bank?

I'm here to provide the steps on how to upload Fidelity bank transactions to your QuickBooks Online account, carlsonwhtt.

You need to download statements from your bank's website, then format it using a CSV file. Once the file is ready, you can import them to QuickBooks. Let me show you how:

1. Go to the Banking menu, then select Upload from file.
   
2. Click Browse and choose the .CSV file.
   
3. Select Open, then select Next.
4. Choose the account from the QuickBooks Account drop-down, then select Next.
   
5. Select a Date and a date format.
6. Select the Description and Amount statement fields.
   
7. When you are ready, click Next.
8. All transactions in your .CSV file will show. If you'd like to exclude transactions, clear the checkbox next to date, then click Next.
9. Select Yes to import now, then select Let's go!
    

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

Keep in touch with me if there's anything else I can help you with adding older transactions to QuickBooks. I'm always right here to help you.