What is the difference between automatically downloading transactions and uploading a bank file?
It’s by default, Quicken will attempt to setup automatically downloading transaction when you add a new account or financial institution (see also Adding Accounts).
If you have been using manual entry accounts and want to try downloading, if you’ve converted from Quicken Windows or Quicken for Mac, or if you’ve experienced problems and had to disable downloads for one or more accounts you may need to setup an existing account for automatic download.
- Click the Update button (upper right corner)
- Click on the Pencil next to the account name, edit account sign in info.
- Click on the Pencil next to the account name, edit the account info — check the box to disconnect the account on save (lower, right corner).
Upload bank files if QuickBooks Online doesn’t support connections to your bank yet. Upload bank files if you want additional historical transactions, which might be available from your bank’s website. QuickBooks Online downloads only the last 90 days of transactions when you first connect an account.
- Download transactions from your bank’s website.
- Go to your Dashboard
- Select Banking from the left menu.
- Select Banking on the top.
- Select the drop down arrow next to Update at the top right. (If no banks connected scroll down and choose Upload transactions manually).
- Select File upload.
- Select Browse to find and select the file to upload, and then select Open.
- Select Next.
- Select the account that you want to upload the bank data to, and click Next. If you don’t have an account set up yet, click Add New in the drop-down list and add an account.
- If you’re uploading a CSV file, you’re prompted to select columns from the CSV file that match QuickBooks Online banking fields. Click Next when you’re done.
- Select Let’s go! (or Finish, depending on what you see) to return to the Banking page and begin reviewing your bank transactions so that you can accept them into QuickBooks Online.