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You got me here to help you ensure to get your bank information into Quickbooks Online, donna-bridesbydo.
There are several reasons why you can't find or connect to your bank. Please see listed below:
We can utilize the Request support your bank option and asks us to add your bank. Let me guide you through the steps:
For more information, you can read it through this article: Find your bank when you connect to online banking
For now, we can manually upload your bank transactions to your QuickBooks account. You can go to your bank's website and follow the instructions on how to download them. I've listed our supported file formats below:
You follow these steps in uploading the file:
Once done, you can go back to the Banking menu to match and categorise your bank transactions.
If I can be of any additional assistance, please don't hesitate to add a comment below. I'll be around to help.
Thanks very much for that information.
I have sent off a bank request.
In the meantime I know how to upload a csv file, but my bank csv file has 4 columns that I need yet Quickbooks only allows me to upload 3 columns.
Is there away around uploading four columns? My bank has a "description" and "memo" that has two different sets of information in there that I need to reconcile.
It's glad to have you back here, donna-bridesbydo.
Quickbooks Online can import CSV file formatted in either three (3) or four (4) columns. These are the only columns QuickBooks Online can import. Please see attached screenshots for your reference:
An acceptable three-column format:
an acceptable 4-column format
You may also consider importing your data using other supported file types like Quicken (QFX), Quickbooks Online (QBO), or Microsoft Money (OFX).
For additional details, please check out this link: Import bank transactions using Excel CSV files
I'm also including this article about common errors for importing bank transactions using CSV for your guide.
Please let me know if you have follow up questions.
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