How to upload transactions manually to QuickBooks Online

this is Annie from the QuickBooks team if you can it's best to connect your bank or credit card to QuickBooks because then QuickBooks automatically downloads your transactions for you however 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 let's go over how to upload transactions for a new account and then how to upload more transactions in the future first you'll need to download the transactions from your bank sign into your bank or credit cards website follow your bank's instructions for how to download transactions to your computer this process will be slightly different for each bank so you may need to search for how to do it now you have to decide how far back you want your transactions to go this is important so you can avoid duplicate transactions if this is for an account that isn't in QuickBooks yet then set the range for as far back as you want QuickBooks to keep track of if you want QuickBooks to start at the beginning of the month then download just the transactions from this month if you want to go back further then set the range back further if you've already added your account to QuickBooks but haven't added any transactions yet then have your transactions go back to match the date of the opening balance of your account when you set it up in QuickBooks if your account is in QuickBooks and you've already added transactions to it then find the date of the last transaction and select the next day once you set your date range download the transactions to your computer it's best to save these as a Qbo file if you have that option if not you can save them as a CSV file now go to QuickBooks to upload your new transactions go to the transactions page then select upload transactions select the file you downloaded from your bank next select the account you want to upload the transactions into if this is a new account select new and name it QuickBooks will add the transactions to your account you'll see all your new transactions here under your account whenever you have more transactions to add in the future just download them from your bank then select the account select upload from file and follow the steps again note that you still need to categorize or match your transactions before you add them to QuickBooks if you want help with how to do that then there's a video at the end of this one that will show you now you're ready to start manually adding your transactions to QuickBooks he

Channel: Intuit QuickBooks

Views: 71,980

Keywords: Intuit, QuickBooks, QB, QBO, QuickBooks Online, Tax season, Taxes, quickbooks tax, quickbooks finance, finance, small business, entrepreneur, How to upload transactions manually to QuickBooks Online, how to upload transactions manually to QuickBooks Online, quickbooks, quickbooks online, quickbooks review, quickbooks online 2022 beginner, quickbooks self employed walkthrough, quickbooks payroll review, quickbooks online freelance, quickbooks time, quickbooks online journal entry

Id: Rl0bTIHaeJU

Length: 3min 3sec (183 seconds)

Published: Mon Nov 13 2023