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Sharon-Nolin
Level 1

How do I importing data from financial statement pls?

 
2 Comments 2
MoiraskyeT
QuickBooks Team

How do I importing data from financial statement pls?

Hi, @Sharon-Nolin.

 

To upload your bank transactions to QuickBooks Online (QBO), you need to prepare your files in CSV format. You have two methods to do this.

 

The first method is to upload them to the Bank transactions section. Here's how:

 

  1. Go to All Apps.
  2. Mouse over the Accounting menu and then select Bank Transactions.
  3. Click the Upload transactions.Screenshot 2026-01-10 2006337777.png
  4. Select the file and follow the prompts to complete the process.

 

You can find an alternative method to import your data in the Import Data section. Here's how:

 

  1. Go to the Gear icon.
  2. Select Import Data from the Tools section.
  3. Choose your files and follow the prompts to complete the process.

 

If you have additional concerns, please reply to this post.

SIAB
Level 7

How do I importing data from financial statement pls?

@Sharon-Nolin 

What file format do you have? Did you use a specific accounting program?