Thank you for visiting us today, Lingododo. Importing data in QuickBooks Online provides a real-time view of your cash flow and helps you save significant time managing your bank transactions
Import of bank transactions in QuickBooks Online can differ based on your financial institution's file format. Most banks will import either 90 days or 6 months of your transactions.
If you need to import transactions that are older than six months, you can do it manually via CSV file. This manual method allows you to include all relevant historical data, ensuring your financial records are complete and accurate.
To get started, sign in to your bank or credit card's website and then follow their instructions on how to download CSV files of your transactions. You can import 350 KB maximum file size. If your file is too big, I suggest importing smaller batches to avoid issues.
Here's how:
- Go to Transactions, then select Bank transactions.
- Select the blue tile for the account you want to upload the transactions into.
- From the Link account dropdown, then select Upload from file.
- Click Drag and drop or select files and select the file you downloaded from your bank, then hit Continue.
- Set the correct bank account, then match the columns and click Continue.
- Select the transactions you like to import and follow the onscreen instructions to complete the process.
Furthermore, if you need to automatically or manually categorize your bank transaction you can refer to these pages for your guide:
Managing your finances by using these tools to keep your records clear and trustworthy is essential to your business. Let me know if there's anything I can help with importing your data in QBO. I'll be here to assist you again.
