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Level 2

Batch entry of Transactions

In QB Accountant Desktop there is the options to batch entry checks and deposits from CSV files using copy and paste. Is that option available in the online version? If so, how? I am coming up short as I have tried to figure it out myself and from any online searches for help. 

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Moderator

Batch entry of Transactions

Sending good vibes to you, MilkMaid2014.

 

If these transactions are coming from the bank, then you can use the WebConnect feature in QuickBooks Online to import them.

 

Step 1: Pick a date range:

 

  1. In QuickBooks, go to Accounting, then select Chart of Accounts.
  2. Find the bank or credit card account you want to upload more transactions into. Then select View register. 
  3. Scroll to the bottom of the list.
  4. Write down the date of the oldest transaction. In many cases, the oldest transaction is the opening balance.

Step 2: Download transactions from your bank:

 

  1. Sign in to your bank or credit card’s website.
  2. Follow your bank’s instructions for how to download transactions to your computer. Some banks call this WebConnect.

For detailed steps and instruction, check this article: Manually upload transactions into QuickBooks Online.

 

However, if these are not from your financial institution, you'll need to enter them manually through the Check and Bank Deposit options.

 

Please let me know if you have any other questions or anything QuickBooks related. I'm always here to provide further guidance and insights. Have a good one!

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Level 12

Batch entry of Transactions

Highlighted
Level 2

Batch entry of Transactions

Thank you. But no this is not what I'm looking for. I do not have access to the bank account to do a bank feed. I need to import from an Excel worksheet that a client provided. In desktop, I arrange the columns and do a copy/paste for batch transactions under the accountant tab. For online, I have not found this ability. I am having to enter each transaction individually, which I guess is the only option for this. Maybe with all the constant update changes to QBO, Intuit can add this batch entry feature like desktop has. ;-) 

Highlighted
Moderator

Batch entry of Transactions

Hello @MilkMaid2014,

 

I want to let you know that your voice matters and I'm taking notes of your feedback and submitting it directly to our engineers. As of the moment, you may want to consider entering your transactions manually, one at a time.

 

I'd also recommend checking these pages to be updated with all the latest features and improvements of QuickBooks:

Keep me posted I the comment section down below if you have any other concerns. I'm happy to lend a helping hand.

Highlighted
Level 2

Batch entry of Transactions

Thank you. And yes, manual entry is how I've been working them and will continue. Was just hoping for a quicker way of doing thousands of transactions for the year. 

Highlighted
Level 12

Batch entry of Transactions


@MilkMaid2014 wrote:

Thank you. But no this is not what I'm looking for. I do not have access to the bank account to do a bank feed. I need to import from an Excel worksheet that a client provided. In desktop, I arrange the columns and do a copy/paste for batch transactions under the accountant tab. For online, I have not found this ability. I am having to enter each transaction individually, which I guess is the only option for this. Maybe with all the constant update changes to QBO, Intuit can add this batch entry feature like desktop has. ;-) 


You may import the transactions data in XLS/CSV (e.g bank statements, credit card, check, bank transfer) into QBO using the importer tool to speed up the process.

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