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Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

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Replying to:
RazzieE
QuickBooks Team

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You'll have to manually upload your bank transaction before you can match and reconcile them, @info2106. Let me discuss this further below.

 

To start, if you don't yet have your bank transactions from August 1, 2023, you can download them from your bank's website. Follow your bank's instructions on how to download CSV files of your transactions to your computer.

 

Once you have the file, you can now import your bank statement into QuickBooks Online.

 

Here's how:

 

  1. Go to the Transactions, then select Bank transactions.
  2. Select the drop-down beside Link account, then choose Upload from a file.

     
  3. Select Drag and drop or select files and choose the file you downloaded from your bank. Then, hit Continue.
  4. In the QuickBooks account dropdown, select the account you want to upload the transactions into. Then, choose Continue.
  5. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then tick Continue.
  6. Choose the transactions you like to import. Then click Continue.
  7. Once done select Yes, then hit Done.

 

If an error message occurs, you can visit this article on how to fix this: fix errors when you upload transactions.

 

After successfully importing your August 01, 2023, transactions, you can now match your transaction and after matching you can now reconcile your account to ensure that your financial records in QuickBooks match your bank statements.

Looking to spend less time managing and organizing your books? Consider QuickBooks Live Expert Assisted! They can help you streamline your bookkeeping, keeping your records accurate, clean, and up to date.

If you need additional help with importing your bank transactions, feel free to Reply below. The Community is always here to assist you. Have a wonderful day.

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