Click “Upload File” and then “Drag and Drop the File” or “Select the File” and click “Continue”Ħ. On the right side of the bank feed screen, click the “V” next to “Link Account” button.ĥ. Log onto QuickBooks Online then from the left menu, select “Banking”Ĥ. (Excel Files) Need to format data and convert to CSV (see note below)ģ. Export the data you desire into one of these formatsĪ.QBO (QuickBooks Online data) Best file to import since there is no formatting requiredī.CSV (Comma Separated Values) Need to format data (see note below)Ĭ.XLSX and XLS. Log onto your bank or credit card accountĢ. The purpose of the manually uploading bank data is to give you another tool when a direct bank feed is not an option, and there are too many transactions to manually key into the system.įollow the steps below to manually upload bank data into your QuickBooks Online file:ġ. Manually uploading bank data combined with bank rules can save you a lot of time by reducing the time of data entry. Typically, this is 60-90 days of transactions prior to the current date. If this is the case, when you connect the bank feed for the first time, certain banks/credit cards only allow a small window of past transactions to be downloaded into QuickBooks Online. Thankfully, almost every bank/credit card allows you to down the activity as an Excel, CSV or QBO file.Īdditionally, you might have just switched to QuickBooks Online. It is up to the bank/credit card company to work directly with Intuit and devote resources to creating the direct connection. Unfortunately, not every bank/credit card is available for a direct bank feed to QuickBooks Online. While a direct bank feed between your bank/credit card account and QuickBooks Online (QBO) is the most efficient, it might not be an option, or you might require more historical data.
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