Converting the file to English using a translation tool will assist us in making sure it can be imported manually into QuickBooks Online, Punta.
You have the option to utilize Google Translate for your translation needs. Once done, you can manually upload it.
To upload the transactions to QBO:
- Navigate to the Transactions tab and click on Bank transactions.
- Locate and click on the blue tile representing the account where you want to upload the transactions.
- Click the Link account ▼ dropdown and then Upload from file.
- Choose either the Drag and drop option or select files to locate and select the file you downloaded from your bank. Then, click on Continue.
- In the QuickBooks account ▼ dropdown, select the account you want to upload the transactions into. Then select Continue.
- Follow the onscreen instructions to match the columns from the file with the appropriate fields in QuickBooks. Then, click on Continue.
- Select the transactions you want to import, and click on Continue.
- Confirm by selecting Yes, then click on Done to complete the process.
After obtaining your banking data, take the necessary step of categorizing the transactions accurately to maintain proper accounting practices.
Additionally, it is crucial to reconcile the account to ensure the integrity of your financial records.
Let me know if you have further questions about handling bank transactions and other related issues. I'll be here to assist.
