Let me get the help you need with your bank transactions.
In QuickBooks Online (QBO), we have a WebConnect feature that allows you to upload your bank transactions, especially if you don't connect to online banking.
Let me walk you through the process:
Pick a start date to know the date of the oldest existing transaction currently in the account so you can avoid entering duplicates.
Get transactions from your bank.
Review the file format size and keep in mind that the maximum file size is 350 KB.
Keep me posted on how things go on your end. We're always here if you need further help with banking or QuickBooks. Just leave a reply below. Stay safe.
Need QuickBooks guidance?
Log in to access expert advice and community support instantly.