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Everything you need to know about connecting your bank and credit cards in QuickBooks Online

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JessT
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Good morning, accounts438!

 

Yes, we can help by guiding you on how to upload your transactions.

 

If these are bank transactions, you can upload them to the Banking page. Then, categorize and match them to your existing transactions in QBO. Here's an article with detailed steps for that: Manually upload transactions into QuickBooks Online. Step 6 of this article will guide you about managing the uploaded transactions.

 

You can also import other transaction types like invoices and bills. Simply click on the Gear icon and choose Import data under Tools. Then, select the transaction type that you want to import. On the next page, you can see a link to download a sample file.

 

Feel free to reach back out if you need more help about uploading transactions to QBO.

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