How to upload transactions manually in QuickBooks Online
This video goes over how to upload transactions for a new account and then how to upload more transactions in the future.
How to upload transactions manually in QuickBooks Online
It’s best to connect your bank or credit card to QuickBooks because then QuickBooks automatically downloads your transactions for you, but that’s not possible for some banks. Or, you may want to add some older transactions to QuickBooks. In those cases you’ll need to download the transactions from your bank and then upload them to QuickBooks.
Bank and credit card statements can be manually uploaded and imported (in *.csv, *.qfx,*.qbo, or *.ofx format) into QuickBooks Online when a direct bank feed connection to online banking cannot be established.
To establish a bank feed connection, you can connect an online bank or credit card account to the appropriate account on the Chart of Accounts by navigating to the left navigation bar, selecting Banking 🡪 Add account in the top right corner.
Future bank and credit card statements can be uploaded manually either from the gear icon 🡪 Import Data 🡪 Bank Data access point
or select Banking on the left navigation bar then select File Upload
(or, if the File Upload button is not displayed, select the drop-down next to Update then select File Upload).
Sources & Disclosures
Some content and images adapted from Intuit / QuickBooks source materials, including support websites; QuickBooks Blog; Firm of the Future, & Intuit Developer Blog. Information may be abridged and therefore incomplete. This document/information does not constitute, and should not be considered a substitute for, legal or financial advice. Each financial situation is different, the advice provided is intended to be general. Please contact your financial or legal advisors for information specific to your situation.