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QBO – Importing Bank Transactions

When you connect a bank account to QBO, it pulls in the past 90 days of activity. But what if you need to pull in more data? Or what if your bank isn’t one of the thousands that link with QBO? You’re in luck – if your bank will give you the data, you can upload it into QBO.

From Transactions > Banking screen
In the upper right of the screen and then click File Upload button
The “Upload bank file” window will slide down. Follow instructions to download the data from your bank’s website and save the file on your computer.
Then click the browse button to select the file to upload to QuickBooks Online
This will pull the data onto the Banking screen. From there, you use the Banking screen as you do on other downloaded bank data that is connected directly to a bank.

QBO Recurring Payments Video

Click this link to see how to set up recurring payments in QuickBooks Online (QBO)

QB Bob’s QuickTip of the Week 03/15/12

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QB Bob’s QuickTip of the Week 03/08/12

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