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userpet
November 2, 2020
Question

I can get only printed bank transaction from my bank - how to upload them manuely into system?

  • November 2, 2020
  • 1 reply
  • 1 view
No text available

1 reply

MJoy_D
MJoy_DQuickBooks Team
QuickBooks Team
November 2, 2020

Let's add those bank transactions to your QuickBooks Online (QBO) account, @userpet.

 

You can manually add those transactions through the WebConnect process. However, you’ll need a soft copy of your bank transactions. It should be either a Comma-Separated Values (CSV) or a QuickBooks Online (QBO) file. 

 

If your bank can't provide you a soft copy then I suggest scanning that printed bank transaction and saving it as a CSV file. 

 

Before importing or uploading the file, make sure to check the format. You can have the 3-column or the  4-column format. 

Check this article for more information: Manually upload transactions into QuickBooks Online. From here, you can categorise and then reconcile the transactions. 

 

Let me know if you still have questions with adding your bank transactions in QBO. I'm always here to help. Have a wonderful day!

U
userpetAuthor
November 2, 2020

thanks for the answer, 

however, it did not helped me..

as i said, my bank does not provide anything but printed statements...

and it does not make sense to me , to try to make exel file from it and then 

upload it 

and then match  it...

its double work.....

make more sense to me to make the payments update directly from the printed statement into the system

but i dont know how...

an idea?

thanks again

 

K
Klent
Level 8
November 2, 2020

Hi there, userpet.

 

I can share some tips on how you can upload those transactions.

 

Currently, QuickBooks Online only supports comma-separated values (CSV) and QBO files for WebConnect. Since you don't want to create an Excel file from scratch, you can try coordinating with your bank to check if they can provide a PDF copy of the printed statements.

 

Then, search for a third-party application online that allows Optical Character Recognition (OCR) preprocessing which basically converts a scanned image to text (Excel file). Once you're all set up and ready, you can follow these simple steps in uploading the file:
 

  1. Select Banking from the sidebar menu, then go to the Banking tab.
  2. Choose Upload from file from the drop-down arrow.
  3. Hit Browse and choose the file you downloaded from your bank.
  4. Select the account you want to upload the transactions into from the QuickBooks account drop-down menu, then click Next. 
  5. Follow the on-screen instructions, then click Next.
  6. When you’re ready, select Let's go.

After uploading it, let's go back to the Banking menu to match and categorize your bank transactions. Then, you may now start reconciling them.

 

If there's anything else that I can help you with, please don't hesitate to add a comment below. I'll always have your back.

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