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Manage bank transactions in QuickBooks
Learn how to connect your bank, review downloaded transactions, fix common issues, and keep your records accurate.
Bank transactions
Manually upload transactions in QuickBooks Online
Categorize and match online bank transactions in QuickBooks Online
Upload receipts and bills to QuickBooks Online
Create recurring transactions in QuickBooks Online
Reclassify or move multiple transactions
Upload transactions manually in QuickBooks Online
Bank connectivity
Popular resources
Fix OL and OLSU Bank Feeds errors in QuickBooks Desktop
Learn how to fix some of the OL and OLSU Bank Feeds errors in QuickBooks Desktop. If you get any of these errors when you use Bank Feeds, we'll help you fix it.
Batch deposit is delayed or suspended
QuickBooks Payments combines all of your credit card sales for the day into a single deposit. Your batch deposit depends on your deposit speeds. If your deposit takes longer than the standard schedule, here's what you can do.
Fix issues the first time you reconcile an account in QuickBooks
If you're reconciling an account for the first time in QuickBooks Online and the balance is wrong, it's often due to an incorrect opening balance.
Fix Error 350 in QuickBooks Online
Error 350 means that the secure connection between our app and your bank has expired or no longer works. This usually happens for security reasons. Fix this to reconnect your bank and download transactions again.
How to enter expenses manually
This video will cover how to manually enter an expense in QuickBooks Online. QuickBooks will automatically import transactions if you connect a bank or credit card, but you can use this workflow for cash purchases or special circumstances that don't automatically sync.
Format CSV files in Excel to get bank transactions into QuickBooks
Instead of connecting your bank and credit card accounts to QuickBooks Online, you can upload them manually. Before you can upload the file from our bank, you need to make sure the data is in the correct format. Learn about CSV formats.
Understand fees, refunds, and void transactions
Learn about what fees you could be charged for a refund or voided payment in QuickBooks Payments. If you see an issue with a customer's payment, you can void or refund the sale in QuickBooks Payments.
Learn about updates to the new AI-powered banking page
Whether you're a new or experienced QuickBooks user, your bank transactions page has features designed to help you efficiently manage your bank and credit card transactions.
How to use bank rules in QuickBooks Online
Automatically categorize transactions with QuickBooks Payments.
Should you have multiple bank accounts for your business? And how many?
Are you ready to simplify your small business finances while taking advantage of the best banking perks? Having multiple bank accounts for business can help you do just that.
Your bank feed reimagined: how AI is making banking smarter and faster
QuickBooks just got a major AI upgrade. Discover how the new AI-powered bank feed in QuickBooks Online is transforming financial management.
A mini guide to taking control of your bank feed
This month's guide breaks down the bank feed and best practices to keep it organized while covering how to match and categorize transactions and what to do if your bank feed isn't updating.
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