Hi there, account27. In QuickBooks Online, when you cannot connect your bank directly, automatic uploads are not possible. However, you can simplify the process with manual CSV uploads.
Before we proceed, could you please specify which bank you are trying to connect to? Are you encountering an error? This information will help us provide an accurate solution.
To download transactions from your bank as a CSV, QBO, or QFX file, you can go to Bank transactions>Link account>Upload from file. Then map columns (Date, Description, Amount) and upload.
For complete guidance on how to manually upload transactions into QBO, refer to this article: Manually upload transactions into QuickBooks Online.
We'll provide ongoing assistance if you have any further concerns.
