Let's add those bank transactions to your QuickBooks Online (QBO) account, @userpet.
You can manually add those transactions through the WebConnect process. However, you’ll need a soft copy of your bank transactions. It should be either a Comma-Separated Values (CSV) or a QuickBooks Online (QBO) file.
If your bank can't provide you a soft copy then I suggest scanning that printed bank transaction and saving it as a CSV file.
Before importing or uploading the file, make sure to check the format. You can have the 3-column or the 4-column format.
Check this article for more information: Manually upload transactions into QuickBooks Online. From here, you can categorise and then reconcile the transactions.
Let me know if you still have questions with adding your bank transactions in QBO. I'm always here to help. Have a wonderful day!
thanks for the answer,
however, it did not helped me..
as i said, my bank does not provide anything but printed statements...
and it does not make sense to me , to try to make exel file from it and then
and then match it...
its double work.....
make more sense to me to make the payments update directly from the printed statement into the system
but i dont know how...
Hi there, userpet.
I can share some tips on how you can upload those transactions.
Currently, QuickBooks Online only supports comma-separated values (CSV) and QBO files for WebConnect. Since you don't want to create an Excel file from scratch, you can try coordinating with your bank to check if they can provide a PDF copy of the printed statements.
Then, search for a third-party application online that allows Optical Character Recognition (OCR) preprocessing which basically converts a scanned image to text (Excel file). Once you're all set up and ready, you can follow these simple steps in uploading the file:
If there's anything else that I can help you with, please don't hesitate to add a comment below. I'll always have your back.