Level 1

I have two months of banking statements that didn't connect to quickbooks, how do I bring them in now?

 
QuickBooks Team

Reports and accounting

Hey @melanie3,

 

It's nice to have you in the Community. I'd be happy to help you with bringing in the two months of banking statements that aren't in your QuickBooks. 

 

There's a feature known as WebConnect, which allows a user to import bank transactions into their account. First, you will need to download the transactions from your bank's website in a file format that QuickBooks Online supports. The file needs to be 350 KB or less and be a .CSV, .QFX, .QBO or a .OFX. 

 

Once you have the file, here's how to import it into your account:

 

  1. Select Banking on the left Navigation menu and choose Banking.
  2. Click the drop-down arrow next to Update and choose File upload.
  3. Click Browse and select the file downloaded from the bank.
  4. Select Next.
  5. Choose the account that you'd like to upload the file into with the QuickBooks account drop-down list and click Next.
  6. If uploading a .CSV file, you will be prompted to choose the columns for the banking fields.
  7. Click Next.
  8. Choose Let's go! (or Finish).

 

For additional insight into this, including steps for troubleshooting errors, I'm including an article for you: How To Upload More Than 90 Days Of Bank Transactions.

 

That'll do it. I'm sure that you'll have the transactions imported in just a few clicks. 

 

As always, I'm here if I can be of additional assistance. Wishing you well.