How do I manually upload missing bank statements (due to lack of login activity)

Hello there, @skgudroe.

I'm more than happy to help with getting your transactions uploaded!I'm sharing a video on this and you can also follow the steps below.

Step 1: Pick a start date

To avoid entering duplicates, you need to know the date of the oldest existing transaction currently in the account:

1. In QuickBooks, go to the Accounting menu and then select Chart of Accounts.
2. Find the bank or credit card account you want to upload the transactions into.
3. Select View register.
4. Find and write down the date of the oldest transaction. Usually, the oldest transaction is the opening balance.

Step 2: Get 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 CSV files of your transactions to your computer. Every financial institution has different steps. 
3. Check the date range for the download. It should be at least one day before the date of your oldest transaction.
4. Download your transactions. Save the file somewhere you can easily find it, like your computer's desktop.

Step 3: Review the file format and size

Open and review the file from your bank. Make sure it's in the correct format before you upload it.

Keep in mind, the maximum file size is 350 KB. If the file is too big, shorten the date range and download transactions in smaller batches.

Step 4: Manually upload the transactions

For accounts connected to online banking

1. In QuickBooks Online, go to the Banking menu or Transactions menu. Then select the Banking tab.
2. Select the blue tile for the account you want to upload the transactions into.
3. Select the Link account ▼ dropdown and then Upload from file.
4. Select Browse and then select the file you downloaded from your bank. Then select Next.
5. In the QuickBooks account ▼ dropdown, select the account you want to upload the transactions into. Then select Next.
6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Next.
7. Select the transactions you would like to import. Then select Next.
8. Select Yes.
9. When you're ready, select Let's go.

For accounts not connected to online banking

Follow these steps if you don't plan to connect your account, or your bank can't connect to QuickBooks:

1. In QuickBooks Online, go to the Banking menu or Transactions menu.
2. Select Upload transactions.
3. Select Drag and drop or select files and then select the file you downloaded from your bank. Then select Continue.
4. In the QuickBooks account ▼  dropdown, select the account you want to upload the transactions into. Then select Continue.

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.

Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.

1. Select the transactions you would like to import. Then select Continue.
2. Select Yes.
3. When you accept your transactions, select Done.

If you see an error message, don't worry. Here's how to fix errors while uploading your transactions. 

If you want to read about this process in full detail, check out this article: Manually upload transactions into QuickBooks Online.

I'm here if you have more questions on this, take care!

@skgudroe 

Another option, utilize MT Online. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed. 

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