How to import Banking Transaction into QuickBooks Online

How to import Banking Transaction into QuickBooks Online

Follow the following steps to import banking transaction into QuickBooks online.

  • Locate Your Bank
    • From the home page select transaction and banking from the left menu bar.
    • Type your bank name in the search box.
    • Select from the banks right below the search box.
    • Then if you unable to locate your bank then you will need to import your banking transaction using format.
  • Select upload a file
    • Click the upload a file.
  • Select the file to upload
    • Click Browse to locate the file that wishes to upload.
  • Select a QuickBooks account
    • After then select the QuickBooks account you want to link this account.You have not set up the account in QuickBooks, so you can do this step 5 otherwise skip this step.
  • Setup the QuickBooks accounts
    • Firstly select the add new from the drop-down menu and complete the following fields.
  • Map the QuickBooks Online fields to your bank account fields.
  • Select Banking Transactions to Import.
  • Confirm Transactions to Import.
  • Transactions have been downloaded.