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QuickBooks Team

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I'm here to walk you through and get your bank downloaded transactions be uploaded, BlueRiverCrossing. 

 

Good job and you were able to successfully added your transactions manually. I'll show you how to add another bank account and add their transactions. 

 

  1. From the left menu, click Banking and select Banking
  2. At the upper-right, select File upload
  3. Click Browser and open the CSV fie. 
  4. Hit Next and select an account or click +Add new. Then, Next
  5. Map the columns and then Next again. 
  6. Review the transactions to import and click Next to successfully add them. 
  7. Hit Let's go!

Now you categorize your transactions to add them in your bank's register. Then, reconcile it after. 

 

I'll be around the corner if there there's anything else that you need help with. Take care always and have great day!

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