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Manually upload transactions into QuickBooks Online

by Intuit•1176• Updated about 5 hours ago

Learn how to manually upload transactions from your bank or credit card in QuickBooks Online.

When you connect your bank and credit card accounts, QuickBooks automatically downloads transactions up to a certain date. However, you can manually upload transactions if you want to enter old transactions, can’t find your bank, or connect it to QuickBooks.

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Prerequisites

To avoid entering duplicates, check the date of the oldest transaction in the account you're uploading transactions to in your chart of accounts (Take me there).

You’ll need a QuickBooks Online data (QBO), (Quicken) QFX or Comma-separated values (CSV) file with the transactions you want to upload.

Format your file correctly

Any file you plan to upload must be 350 KB or less. If the file is bigger than that, shorten the date range and download transactions in smaller batches.

If possible, use the QuickBooks Online data (QBO) format.
Your file must have either 3 (Date, Description, Amount) or 4 (Date, Description, Credit, and Debit) columns.
The date range should begin at least one day before your oldest transaction.
Remove any zeros (0) from the file and leave those cells blank.
Fix any transactions that show numbers in the Description column.
Remove the word “amount” from the Credit or Debit column header. They should only say “Credit” and “Debit”.
Make sure that all dates follow the same format. We recommend you use dd/mm/yyyy format.
If you use a Mac, make sure to save the file as a Windows CSV file.
Some banks add the day of the week in the Date column (for example, 20/11/2018 TUE). You need to remove the day of the week. To do this, split the date and the day of the week into separate columns.
Every financial institution has different steps to get a record of your transactions. Check your financial institution’s website for more information.

Before you upload any transactions, skip manually categorizing them by setting up bank rules to categorize online transactions.

Upload the transactions

You can include up to 1,000 lines per upload. Each line contains one transaction.

Select Transactions, then Bank transactions (Take me there).
Select the tile for the account you want to upload the transactions into, if present.
Select the Link account ▼ dropdown, then select Upload from file. If your account isn't connected yet to online banking, select Upload from file.
Select Drag and drop or select files, and select 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 into. If you don't see one, select Add New ▼ from the dropdown to create a new bank account.
Match the columns in the file with the correct fields in QuickBooks. Then select Continue.
Select the transactions you would like to import. Then select Continue.
Select Yes.
Select Done.

Note: QuickBooks Online also enters certain details automatically if you set up any banking rules, or if it recognizes transaction descriptions.

Next steps

After uploading your transactions:

Match and categorize the transactions to place them in the correct accounts.
Reconcile the uploaded transactions to make sure they’re recorded correctly

After uploading your transactions, match and categorize the transactions to place them in the correct accounts.

Manually upload transactions into QuickBooks Online

by Intuit•1176• Updated about 5 hours ago

Prerequisites

Upload the transactions

Next steps

Related links

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