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lolokeates
Level 1

I do not want quickbooks to automatically connect to my bank at 10pm to download and update my bank accounts. I want to do it manually. How do I do that?

 
1 Comment 1
GlinetteC
Moderator

I do not want quickbooks to automatically connect to my bank at 10pm to download and update my bank accounts. I want to do it manually. How do I do that?

You've got my back, lolokeates.

 

You can manually update outside the schedule, but QuickBooks will still do an update automatically. You'll want to disconnect your bank, then manually upload your bank transactions using a CSV file. Make sure that your bank supports the CSV format. You can go to your bank's website and follow the instructions on how to download them. I've listed our supported file formats below:

 

  • Comma-Separated Values (CSV)
  • QuickBooks Online (QBO)
  • Quicken (QFX)

Here are the steps in uploading the file:

 

  1. Select Banking from the sidebar menu, then click the Banking tab.
  2. Hit the Upload transactions button.
  3. Click Browse, then choose the file you downloaded from your bank.
  4. Select the account you want to upload the transactions into from the QuickBooks account ▼ drop-down menu, then select Next
  5. Follow the on-screen instructions, then click Next.
  6. When you’re ready, hit Let's go.

Once done, you can match and categorise your bank transactions. 

 

I'll be right here to help if you have any other concerns or questions about banking.