Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
qbo8
Level 1

Where in QBO can I upload/attach a bank statement?

 
1 Comment 1
MadelynC
Moderator

Where in QBO can I upload/attach a bank statement?

Good day qbo8,

 

If you want to upload your bank statement to QuickBooks Online, WebConnect can help you import them.

 

Here’s how:

 

  1. Go to the Banking menu or Transactions menu.
  2. Select Upload transactions.kl.PNG
  3. Browse and select a file to upload.

You can also upload a picture or PDF of your Bank statement in the Attachment page. I can show you how:

 

  1. Select Gear, followed by Attachments.
  2. Click Attachments in the left top.
  3. Choose the file.
  4. Select to upload.

 

For further details about uploading bank transactions through a WebConnect file, you can check this article:Manually upload transactions into QuickBooks Online.

 

I’m also adding a link on how to add attachments to your customer and vendor profiles: Attachments in QuickBooks Online

 

The Community team is here in case you need further assistance.

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us