Uploading manual bank transactions into QuickBooks Online can be a convenient way to keep your financial records accurate and up-to-date. Here's a general guide on how you can do this:
Preparing your file
You will need to pull the data of the transactions you want to pull from your bank or credit card company. You will need to ensure the data is entered correctly to CSV. Click HERE to download a Quickbooks Online Upload Template file.
Uploading your file
1. Login to your Quickbooks Online account and click Transactions → Bank Transactions on the left.
2. Click the drop down next to Link Account and select Upload File.
3. Upload your file and then click Continue when ready.
4. Next, you will select the account you want to assign the transactions to.
5. Next you will map the upload file. The date will be MM/DD/YYYY. Make sure the Quickbooks fields match what your columns are in the CSV file.
6. This last part is SUPER important. Depending on where you got your data from, you may need to flip the values. Just note that expenses have to be negative and income has to be positive. If the file has all positive numbers for expenses, then you will have to select the Reverse all Values option.
7. Once this process is done, you will see all of your transactions in banking. From there you can classify them.
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