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I've got you covered, malcolm-brownsmi.
You can choose to manually upload your bank transactions to QuickBooks Online (QBO). Before we can proceed, make sure that your financial institution offers a supported file format such as .qbo or .csv file.
As soon as you have the file ready, take note of the file location. Don't forget to add a bank account on your chart of accounts. Now, here's how you can load your transactions to QBO:
You can use banking rules to easily categorize your transactions. Check out these helpful guides for more info:
Using the Banking page saves you time in managing your transactions. Now you are ready to run your month-end reconciliation.
Get back to us in case you need something else when working in QuickBooks.
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