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dvora
Level 1
posted
‎January 12, 2021 08:13 PM
last updated ‎January 12, 2021 8:13 PM

Need data from icici bank from 9/01/2021 to add in quickbook.

 
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1 Comment 1
RCV
QuickBooks Team
QuickBooks Team
‎January 12, 2021 10:20 PM

Need data from icici bank from 9/01/2021 to add in quickbook.

Let me help you download the bank data you need in QuickBooks Online (QBO), dvora.

 

If you connect your bank and credit card accounts, QuickBooks automatically downloads transactions up to a certain date. Then, it will automatically download and categorises bank and credit card transactions for you. To refresh and get the latest transactions, juts follow the steps below:

  1. Go to the Banking menu.
  2. Select the Banking tab.
  3. Select Update.

If you want to enter older transactions, or if your bank or credit card can't connect to QuickBooks, just manually upload them to your account. Let me show you how:

  1. Sign in to your bank or credit card's website.
  2. Follow your bank's instructions for how to download CSV files of your transactions to your computer. Every financial institution has different steps.
  3. Check the date range for the download. It should be at least one day before the date of your oldest transaction.
  4. Download your transactions. Then, save the file somewhere you can easily find it, like your computer's desktop.

For the steps and details, see the Manually upload transactions into QuickBooks Online article. Feel free to visit our Banking page for more insights about managing your bank feeds transactions.

 

I'd like to know how things going after performing the steps provided, as I want to ensure this is resolved for you. Just reply to this post and I'll get back to you. Take care always.

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