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amadrid1
Level 1

Como conectar la cunta de banco manualmnte en quickbook on line

deseo cargar las transacciones en formato pero me envía error
2 Comments 2
Fiat Lux - ASIA
Level 15

Como conectar la cunta de banco manualmnte en quickbook on line

Para tu referencia:

https://quickbooks.intuit.com/learn-support/global/import-transactions/common-errors-for-importing-b...

 

Si necesita importar su extracto bancario desde un determinado formato de archivo (por ejemplo, PDF), puede utilizar esta aplicación de conversión.

https://www.moneythumb.com/?ref=110

 

TirzahC
Level 6

Como conectar la cunta de banco manualmnte en quickbook on line

Hello, amadrid1. 

 

Let's figure this out and help you connect your bank account in QuickBooks, Here's how:

 

  1. Go to the Transactions menu at the left panel and then select Banking. 
  2. Select Add account/Link account.
  3. Enter the name of your financial institution. When it appears, select it from the list.
  4. Continue to add the account to QuickBooks Online.

 

 I suggest checking this article for the detailed steps: Connect bank and credit card accounts to QuickBooks Online.

 

If you have tried all the options matching your bank's name and still can't connect, I suggest requesting support for your bank. Please follow the steps below.

 

  1. Go to the Banking menu.
  2. Select Add account.
  3. Search for the name of your financial institution. If QuickBooks is unable to find your bank, you will get the message, "Hmm, we can’t find [name of the bank you entered] in our list of supported banks," and you will be presented with helpful tips to try and locate your bank account.
  4. If you’re still unable to find your bank, select Request support for your bank.
  5. Enter your bank's web address (URL) in the field provided, then select Request.

 

For additional information, you can click this article: Find your bank or credit card account when you connect to online banking.

 

To manually add bank transactions, you can download a CSV file from your bank and upload them manually into QuickBooks, Manually upload transactions into QuickBooks Online.

 

Also, I've attached these articles to help you resolve issues with receiving updates from your connected credit card and bank accounts:

Let me know if you encounter any other issues by leaving a comment below. I'm always here to help. Have a great rest of the day!