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sachingardas-kud
Level 1

How to upload bulk bank receipts & bank payments in quickbooks? How to upload bulk expenses entries & how to do automatic BRS

 
1 Comment 1
SarahannC
Moderator

How to upload bulk bank receipts & bank payments in quickbooks? How to upload bulk expenses entries & how to do automatic BRS

Hello there, sachingardas-kud.

 

We can use the Web Connect feature to bring the bank receipts, bank payments, and expenses in your QuickBooks account.

 

First, download transactions from your bank by logging in to your bank's website. Then, follow the given instructions on how to download transactions and save the file on your desktop or anywhere you can easily find it. 

 

Once done, review the file and size using the CSV template format and upload them to your book by following these steps:

 

  1. Sign to your QBO account and select Transactions on the left panel.
  2. Click File upload at the upper-right corner. 
  3. Select Browse. Then, click the file you've saved on your computer.
  4. Hit Next.

 

Here are the sample screenshots:

t.PNG

 

That will do. About the automatic BRS, QuickBooks offers a normal process of reconciliation. We'll have to manually enter the bank balance, dates, and other required details when reconciling the account. We'll use the bank statement to verify that the transactions which cleared your bank match the transaction recorded in QuickBooks.

 

You can use these articles as additional reference in fixing bank upload errors, categorizing transactions after imported them, and the reconciliation workflow in QBO:

 

 

Comment below if there's anything else you'll want to know with QuickBooks. I'm always free to help you figure them out. Stay safe and have a good one!