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October 29, 2020

bulk adding on your secondary currency account

  • October 29, 2020
  • 1 reply
  • 4 views

Dear Community

 

I have  related  1 issues - any help would be great with bulk adding on your secondary currency account

 

When your primary bank is Currency A  and this is your master currency

 

and your second is "currency B"

 I can not bulk "add these"  line items I need to go and individually add each one which is time consuming

 

Thank you 

 

1 reply

Fiat Lux - ASIA
Level 14
October 29, 2020

Do you want to import your bank data or transaction data (e.g invoice) ? 

AlcaeusF
Level 14
October 29, 2020

Hi @ben-miroconsulti,

.

Welcome to the Community. Let me help you with bulk-adding data in QuickBooks Online.

 

If you're referring to importing transaction data, the option is unavailable. Currently, you can only upload your Customers, Suppliers, Accounts, and Products and Services into the system.


You'll need to enter each transaction manually into the second bank account. Another workaround you can try is to search for a third-party application with the ability to import data on your behalf.

 

You can visit the App Center to search for applications though we can't suggest which one you should use. Here's how:

 

  1. Log into your QuickBooks account.
  2. On the left navigation bar, click Apps.
  3. Use the search bar or the Browse category option to find apps. 

If you're trying to upload bank data to an account not connected to bank feeds, please follow these steps:

 

  1. Log into your bank's website.
  2. Download the bank transactions to your computer.
  3. Sign into your QuickBooks account.
  4. Go to the Banking menu or Transactions menu.
  5. Select the Banking tab.
  6. Click the Update ▼, then press File upload or Upload from file

I've also attached an article you can use to know more about data you can upload to QuickBooks: Common questions about importing data to QuickBooks Online.

 

Drop me a comment below if you have any other questions. I'll be happy to help you some more.

October 30, 2020

Thank you so much for such a details response  Alcuaes

 

But that is not what I am doing

These are already transactions I have

 

I just want to change them all at the same time and add them but get the error in the screen shots