Moderator

Banking

Thanks for getting back with us, @jeff-mattingly.

 

If you haven't seen your deposits coming through your bank feeds, we'll need to import them manually. This way you won't have to enter them one-by-one and you can get back to business. Check out the steps below and become a pro in no time.

 

  1. Go to your bank's site and download your transactions into a CSV file. If your bank doesn't support CSV files but offers Quicken (QFX), QuickBooks Online (QBO), or Microsoft Money (OFX), you can try to import your data and then upload more than 90 days of bank transactions through Web Connect.
  2. Go to the left Banking menu, then Banking.
  3. Select File upload. You can also begin your upload from the Import Data page (select Settings ⚙Import Data, then Bank Data).
  4. Hit Browse and choose the file you downloaded from your bank. If you haven't downloaded your CSV file yet, follow the onscreen instructions in the Upload file window to download your transactions and then select the file you downloaded.
  5. Click Open, then Next.
  6. From the QuickBooks Account drop-down list, select the bank or credit card account then select Next.
  7. Choose a Datedate formatDescription, and AccountNote: You can choose 1 column or 2 columns.
  8. Click Next.
  9. Select the checkboxes of the transactions to import and select Next.
  10. Hit Yes.
  11. Select Let's go! when the Import completed notification appears.

 

That's it! Once you've imported, your transactions will appear in your bank feeds for you to review

 

Let me know if you have any other questions by hitting the Reply button below. I'm determined to be your number one resource for QuickBooks Online.