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Zahbe2010
Level 1

How can I upload bank statements from 2019 to my QB online?

 
1 Comment 1
jamespaul
Moderator

How can I upload bank statements from 2019 to my QB online?

I hope you're having a fine day, Zahbe2010. 

 

You can download a CSV or a QBO file of your 2019 statements from your bank. Then, upload the file to QuickBooks Online. Here's a step-by-step process:

 

  1. After getting the file from the bank, go to the Transactions tab in the left panel.
  2. Select the Banking tab.
  3. Click the Upload from a file link. 
  4. Hit the browse button and look for the saved CSV or QBO file. 
  5. Click the Next button.
  6. Choose your bank account from the drop-down menu, then click Next.
  7. Map the fields, then proceed with Next
  8. Review the transactions, then click Next
  9. Choose Yes to import your bank transactions. 

UploadBank1.PNG

This article can tell you more about manually uploading your bank transactions: Manually upload transactions into QuickBooks Online.

 

When your transactions show up in the Banking page, you're now ready to match and categorize them. 

 

This concludes my guide on how to upload your bank statements to QuickBooks Online. Although, you can always ask other questions in the Community space. 

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