Hello there, Escala. Linking your bank account to QuickBooks Online (QBO) is optional. If you prefer not to connect your bank to QBO, we can add your transactions manually. I am here to provide you further information to manage your finances effectively.
If this is your first time to sign-up to QBO, you have the option to upload your transactions manually, please make sure that you have your Bank statement downloaded on your end.
Click the Pencil icon then select Edit account info.
Then tick the Disconnect this account on save checkbox. Note: If QuickBooks is downloading new transactions, you won't see this option. Wait a few minutes for the update to finish and try again.
When your transactions is successfully added on your bank transactions tab you can categorize them so you can track your finances in QBO efficiently.
Moreover, you can explore with our QuickBooks Live Expert. They are experts who can help you in managing your finances in QBO. Additionally, they can provide valuable tips on how to better utilize QuickBooks.
Keep me posted if there's anything else I can help you about managing your bank transactions in QBO. I'm always glad to help you, Escala.
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