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lsfenny1318
Level 1

HOW CAN I GET INFORMATION FROM AN EXCEL FILE TO MY QUICKBOOKS ONLINE

 
2 Comments 2
Rejeil_O
QuickBooks Team

HOW CAN I GET INFORMATION FROM AN EXCEL FILE TO MY QUICKBOOKS ONLINE

Hi there, @lsfenny1318.

 

Let me step in and help you fix your concern. If you're referring to import the bank transactions from your excel to your QuickBooks Online account, you can follow these steps to upload your transactions:

 

  1. Go to the Banking tab, then select Banking.
  2. Click the File upload.
  3. Choose the Browse and select the bank transactions you want to upload.
  4. Click Open, then Next.
  5. Select the bank or credit card account in the QuickBooks Account drop-down list, then click Next.
  6. Choose the Date, date format, Description, and Account.
  7. Click Next.
  8. Select the checkboxes of the bank transactions to import, then hit Next.
  9. Hit Yes.
  10. Choose the Let's go! option. When the import completed, notifications appear.

 

For more detailed information about uploading your bank transactions from your excel to your QuickBooks Online account, you can read this article: Import bank transactions using Excel CSV files.

 

If you're referring to something, feel free to leave a message in the comment section. So that we can provide you an accurate solution for your concern.

 

Please know that I'm always around here in the Community to help. Take care, and have a wonderful day!

Fiat Lux - ASIA
Level 15

HOW CAN I GET INFORMATION FROM AN EXCEL FILE TO MY QUICKBOOKS ONLINE

You may import historical payroll data as Journal Entry.

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