You can find it in the Bank transactions to manually add your bank feed transactions using the upload from file feature in QuickBooks Online (QBO), @newbookkpr. Let me guide you through the whole process below.
The upload from file feature allows you to import data directly into your QuickBooks Online account. This can be particularly useful for importing transactions, lists, and other data from external sources such as banks, credit card companies, or other accounting systems. Here’s a step-by-step guide on how to use this feature:
- Go to Transactions, then select Bank transactions.
- Select the blue tile for your credit card account.
- Click the Link account dropdown, then select Upload from file. Note: If your account is not connected to online banking, choose Upload from file.
- Select Drag and drop or select files and choose the file you downloaded from your bank. Then, select Continue.
- In the QuickBooks account dropdown, select the account you want to upload the transactions into. Then, select Continue. 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.
- Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
- Select the transactions you like to import. Then select Continue.
- Click Yes, then Done.
Moreover, to learn more about how to match and categorize your transactions in QuickBooks, we recommend consulting these articles for additional information.
The Community is always available @newbookkpr if you have questions about your transactions or other bookkeeping tasks in QuickBooks Online. Your success with QBO is important to us, and we're committed to providing the help you need to navigate the platform efficiently.
