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charleneh-cml-gm
Level 1
posted
‎June 29, 2021 02:59 AM
last updated ‎June 29, 2021 2:59 AM

How to I input a clients bank statement that has not been made available via CSV or OFX? How does the manual input work?

 
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2 Comments 2
RenjolynC
QuickBooks Team
QuickBooks Team
‎June 29, 2021 03:45 AM

How to I input a clients bank statement that has not been made available via CSV or OFX? How does the manual input work?

Good day, charleneh-cml-gm.

 

I'll share some information about your concern. 

 

Here are the file types that QuickBooks Online accepts at the moment. 

 

  • QuickBooks Online data (QBO)
  • CSV file

For more details, please read this article: Manually upload transactions into QuickBooks Online.

 

You can also reach out to your bank to see if they support any of these file types. If they don't, please visit our App Center or click the Apps tab to find a third-party app that can help convert any file you have.

 

If there's anything else you need, please don't hesitate to leave a reply below. I'll be around to help you out again. Stay safe!

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Fiat Lux - ASIA
Level 15
‎June 29, 2021 11:39 PM

How to I input a clients bank statement that has not been made available via CSV or OFX? How does the manual input work?

@charleneh-cml-gm 

Explore this converter app to get a .QBO file to be import into your QBO account.

https://www.moneythumb.com/?ref=110

 

 

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