How to manually import transactions from your bank account into QuickBooks Online?

You can use MT Online or one of the converter tools (e.g csv2qbo @ $60 one time license) as a workaround.

https://www.moneythumb.com/?ref=110

Thank you for bringing this to our attention, @jennso98. Wish that you're doing great. Let me help you manually import your transactions to QuickBooks Online. 

Before importing your bank transactions, please ensure the file is in .CSV format. 

Here's how to import:

1. Go to Transactions, then select Bank Transactions.
2. Select the account you want to upload the transactions into.
3. Select the Upload a file.
4. Select Drag and drop or select files and 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. Then, select Continue.
6. Note: If you're new to QuickBooks, you may not have an account to upload the transactions. If you don't see one, select Add New ▼ from the dropdown to create a new bank account.
7. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
8. Select the transactions you like to import. Then select Continue.
9. Select Yes, then select Done.

About linking your credit card and bank. Rather than using the bank transaction window, we can connect them using the chart of accounts. Allow me to guide you through this.

Just follow these steps: 

1. Go to Chart of Account.
2. In the Action column, select the dropdown arrow.
3. Select Connect Bank. 
4. Follow the onscreen instructions to connect your bank. 

Moreover, I'll be sharing these articles to help you manage your banking: 

• Categorize online bank transactions in QuickBooks Online
• Set up bank rules to categorize online banking transactions in QuickBooks Online
• Reconcile an account in QuickBooks Online

You can always post a new question or leave a response on the topic if you still have questions about your banking tab. Enjoy your day and take care!

Thank you for the information Joana. I took a look at the checking account in the chart of accounts but the dropdown menu doesn't have an option to connect. It only has an View register, edit, make inactive, and run report option. Unless I am looking in the wrong place under chart of accounts. I was able to manually download from transactions from the bank and upload them to QBO. Thank you for your instructions on that. 

Regards, 

Jenna

Hello there, jennso98.

I'd be happy to assist you with your inquiry regarding why the Connect bank option isn't available for one of your bank accounts in the Chart of Accounts in QuickBooks Online (QBO).

To clarify, if the bank account is already linked to the online banking feature, the Connect bank option won't be visible in the dropdown arrow under the Action column.

On the other hand, if the bank account isn't connected to the online banking feature, you'll find the Connect bank option.

To ensure hassle-free reconciliation of your account in the future, you may refer to our article on the best practices for the reconciliation workflow in QuickBooks. It also guides how to overcome challenges during the reconciliation process.

Please feel free to reach out to me if you encounter any issues while connecting your bank account on the Chart of accounts page. I'm here to assist you at any time.

god I've spent $4000 on QB and I cannot upload a PDF file to manually upload expenses?  and your tutorial does NOT offer some converter tool?  QB sucks at customer service!  help please.

@justnewlistings 

You can check pdf2qbo converter tool or MT Online

https://www.moneythumb.com/?ref=110

I appreciate you taking the time to communicate your challenges with uploading PDF expenses, justnew. Dealing with these setbacks can be overwhelming. Let's work together to resolve this so you can get back to managing your tasks smoothly.

Before we dive in, could you please let me know which version of QuickBooks Online you're using? This will help me provide the most relevant information tailored to your needs.

Let's work through this together to ensure we meet your goals. If you want to upload your expenses from a PDF file and automatically create an entry in the system, we can do this through the Receipts tab.

Here's how to do it:

1. Head to the Transactions menu, then the Receipts tab.
2. Click Upload Receipts and select your PDF file.
3. Once you've uploaded the file, the system will process it and create a transaction for you to review.
4. If you see the option to Review, click on it, fill in the necessary details, and then Save and close.
    

After you've completed these steps, the system will automatically create an expense entry. Please be aware that you can only upload PDF files one at a time in the Receipts tab, not in bulk.

If you want to upload files simultaneously, you can import them using the Import feature. However, this option is only available in the Advanced version, and you'll need to convert your PDF file to CSV format first.

If you wish to use a converter tool, you can consider following Chrea's recommendation. You can also go through the Apps menu in your product to find one.

Let me assist you with how to do it:

1. Click Apps from the left panel, then go to the Find Apps tab.
2. From the search bar, type in the keyword to look for a converter tool.
3. Once done, you can choose an app from the lists that suits your business needs.
    

Once you've converted your PDF to CSV format, you can easily import your expenses in bulk with the Advanced version. Please see the attached sample for visual reference.  
 

If you intended to upload your expenses so that they show up in the For Review tab, converting your PDF file to CSV is necessary.

Moreover, I'm adding these future resources to help reconcile your account seamlessly after categorizing your transactions:

• Learn the reconciliation workflow in QuickBooks
• Reconcile an account

By reconciling regularly in QuickBooks Online, you'll maintain accurate financial records, including your expenses, and detect potential issues early. Let us know if you need further clarification. I'm still here to back you up.