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Yes, you can, LWIL. I'll help you with that.
Once you connect your bank account, QuickBooks automatically downloads the transactions. You don't have to import the CSV files to the program.
However, if you want to enter older transactions or your bank can't connect to QuickBooks, we can upload the data manually.
To start, let's select a start date to avoid adding duplicates. Here's how:
Then, download the transactions from your bank:
Once done, you can now import the bank transactions. Make sure they're in the correct format before doing so.
For the detailed steps, please see this article: Manually Upload Transactions.
Additionally, I've added these resources that'll help you review your downloaded bank data and put them in the correct accounts:
Please keep us updated if you have additional questions or concerns about the process. It's our priority to make sure your books are accurate.
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