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kangpga
Level 1

I am in china and cannot automate Bank connection. How do I manually add a bank account?

 
1 Comment 1
RenjolynC
QuickBooks Team

I am in china and cannot automate Bank connection. How do I manually add a bank account?

Good day, kangpga.

 

To manually upload the transactions in QuickBooks, you can download a Web Connect file or CSV from your bank's website. Then, save the file where you can easily find it and then import the transactions by following these steps:

 

  1. Log in to your QuickBooks Online account.
  2. Go to Banking.
  3. Select Upload transactions, and click the Browse button and choose the file.
  4. Click Next, and select the bank account where you want the transactions to be posted from the QuickBooks Account drop-down. Note: If you don't have an account, you can select Add new or create the account in the Chart of Accounts page.
  5. Select Next to map the columns. Make sure the columns from the Web Connect or CSV file matches the columns in QuickBooks.
  6. Hit the Next button twice.
  7. When you get a prompt that the transactions will be imported, click Yes.
  8. Click Let us go!

I've got these articles that has the step by step instructions:

 

For connecting the bank, you'll want to try all the options matching your bank's name and check to see if you're able to connect the account. 

 

Here's how:

  1. Go to the GearBank accounts.
  2. Select the Connect another account button and search for the bank name.
  3. Click the bank's name to sign in.
  4. Follow the on-screen instructions in connecting your bank account.

You can also search using the URL you normally use to sign in to your bank if you're still unable to find the bank by name. I've got this article for reference: Connect bank and credit card accounts to QuickBooks Online.

 

Please let me know if you need more help with QuickBooks Online. I'm just a few clicks away. Take care and stay safe.