I'd be more than happy to share with you the steps to load your bank statements, @tomy-tsquared4u-.
QuickBooks offers two options for loading your bank statements. You can manually upload them from your bank or directly connect your bank account in QBO. Let me show you how.
Option 1:
Online banking or bank feeds saves time, so you don’t have to enter anything manually. Once you connect your accounts, transactions will download and categorize. All you have to do is approve them. You can follow the steps below to connect your account:
- Go to Bookkeeping then Transactions then select Bank transactions.
- If this is the first bank account you’ve set up, select Connect account. Or select Link account if you already created one.
- Note: If you're moving from QuickBooks Desktop, you'll need to connect your bank/credit card accounts again for security reasons.
- In the search field, enter the name of your bank, credit card, or credit union.
- Select Continue. Then sign in to your bank with your user ID and password.
- Follow the on-screen steps.
- Select the accounts you want to connect, then select the account type ▼dropdown. Choose the account type that matches your chart of accounts in QuickBooks.
- Select how far back you want to download transactions. Some banks let you download the last 90 days of transactions. Others can go back as far as 24 months.
- Select Connect.
That's all there is to when linking bank accounts. Additionally, you can refresh the bank feed to download your latest transactions. Feel free to utilize this article to learn how: Connect bank and credit card accounts to QuickBooks Online.
Option two:
If you want to enter older transactions, or if your bank or credit card can't connect to QuickBooks, you can still upload transactions manually. Here's an article that contains detailed steps for the above-mentioned option: Manually upload transactions into QuickBooks Online.
Once everything is on track, you can start reconciling your accounts to maintain your books' accuracy.
If you have any additional QuickBooks concerns or questions about managing your bank statements, click the Reply button and enter them in the field box. I'll be available to answer your questions. Have a wonderful rest of your day.
