Welcome to the Community, Werner. Let me help you capture the bank statement that is missing from your QuickBooks Online (QBO) account.
Depending on the financial institution, some banks allow customers to download their transaction history for up to 90 days, while others offer access to as far as 24 months of past transactions. To obtain the CSV file containing this data, simply reach out to your bank for assistance.
When the file is formatted correctly, you can manually upload the transactions. Here's how:
- Sign in to your QuickBooks Online account.
- Hover your mouse to Transactions, then click on Bank Transactions.
- In the Link account drop-down, select Upload from file.
- Select the Drag and drop or select files button and then choose the file you downloaded from your bank. Then hit on Continue.
- In the QuickBooks account dropdown, select the account you want to upload the transactions into. Then click on Continue.
- Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks, then click on Continue.
- Choose the transactions you want to import.
- Hit on Yes.
- Once okay, click on Done.
For more information, you can visit this article: Manually upload transactions into QuickBooks Online.
Once everything's set, make sure to check out these articles for future reference that'll walk you through the steps to categorize your transactions and reconcile your account seamlessly:
I'm all ears if you have other queries about importing transactions in QuickBooks Online. Don't hesitate to reach out. Stay safe always.
