I'll share handy information and steps to help you handle online banking transactions, Palmer.
The first time you connect your bank account in QuickBooks Online (QBO), the transactions that can be pulled up from your bank depend entirely on them. Usually, they can provide 90 days' worth of transactions. Transactions beyond that or the missing 3 months of transactions can be added manually.
I suggest importing a CSV file into QBO. Normally, you can download this file from your financial institution. Before uploading, make sure to review if the data is in the right format. Once done, here's how you can manually upload the transactions:
- Click on Bookkeeping then hit Transactions.
- Choose Bank transactions, or go to Bank transactions.
- Click on the blue tile for the account you want to upload the transactions into.
- Press the Link account ▼ dropdown and hit Upload from file.
- Tick Browse and then choose the file you downloaded from your bank. Then hit Next.
- Click on the QuickBooks account ▼ dropdown, and pick the account you want to upload the transactions into. Then hit Next.
- Go through the onscreen procedure to match the columns on the file with the right fields in QuickBooks. Then choose Next.
- Click on the transactions you would like to import. Then hit Next.
- Choose Yes.
- Once completed, select Let's go.
Here's more information about adding your transactions manually in (QBO) using the WebConnect process: Manually upload transactions into QuickBooks Online.
After adding your transactions, you can now match and categorize those transactions and reconcile them to ensure your books are accurate and there aren't any duplicate transactions:
If you have other questions about adding your bank transactions, I'm happy to answer them for you. Just post it here as a reply and I'll take a look at it. Have a good one!
