I don't want to link my bank and credit card online

Choosing not to link your financial accounts to QuickBooks Online is a valid option that many users find beneficial, Falcon. You can manually upload your transactions to keep your financial management on track. Let's go through the steps to get this set up for you.

If this is your first time using the program and you haven't linked your bank account, you can manually upload your transactions directly. I recommend reaching out to your bank to obtain a CSV file.

Here are the steps to get you going:

1. Head to the Transactions menu, then the Bank Transactions tab.
2. Click the Upload Transactions button.
3. Drag and drop or select files. Pick the file you downloaded from your bank. Continue.
4. Select the account to upload transactions or create a new one. Press Continue.
5. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then Continue.
6. Choose the transactions you would like to import and Continue.
7. Hit Yes. When you accept it, click Done.

If you've already connected your bank account and wish to disconnect or unlink it, I can walk you through the necessary steps to do this.

1. Head to the Transactions menu, then Bank Transactions.
2. Select the tile for the duplicate bank account.
3. Press the pencil icon and pick Edit account info.
4. Tick the Disconnect this account on save checkbox.
5. Save and Close.

After unlinking your bank account, you can manually upload your transactions.

Moreover, I'm thrilled to let you know that our QuickBooks Live Expert Assisted team is here to help whenever you need assistance categorizing your transactions. With their extensive experience and dedication to customers like you, they'll provide valuable insights and best practices, ensuring your financial management is seamless and hassle-free.

For future reference, you can check out these articles as a guide to managing your transactions and reconciling your accounts: 

• Categorize online bank transactions
• Learn the reconcile workflow in QuickBooks

Once you've completed the steps above, I'd love to hear how everything went. I'm here to ensure you get the best possible service, so if you need further assistance managing your bank transactions, I'm one post away. All the best, Falcon! 

@Falcon29108 

You can use MT Online or another converter tool (e.g csv2qbo @ $60 one time license) as a workaround.

https://quickbooks.intuit.com/learn-support/en-us/banking/which-banks-are-compatible-with-quickbooks...