Will quickbooks let me enter transactions manually from the bank statement?

Hi there,

QuickBooks is a powerful program which brings simplicity to the way you manage your transactions. Importing your transactions has never been easier with QuickBooks. I'll be happy to steer you in the right direction by showing you how to manually import transactions. 

QuickBooks automatically downloads 90 days worth of transactions. If you need to import any other transactions, follow the steps below: 

Step 1: Pick a date range

To make sure you don’t import transactions you’ve already recorded, you’ll need to get the date for the oldest transaction in your account. This prevents duplicates.

1. In QuickBooks, go to the Accounting menu, then select Chart of Accounts.
2. Find the bank or credit card account you want to upload more transactions into. Then select Account history.
3. Scroll to the bottom of the list.
4. Write down the date of the oldest transaction. In many cases, the oldest transaction is the opening balance.

Step 2: Download transactions from your bank

1. Sign in to your bank or credit card’s website.
2. Follow your bank’s instructions for how to download transactions to your computer. Some banks call this WebConnect. Every financial institution has different steps.
3. Make sure the date range for the download is at least one day before your oldest transaction.
4. Download your transactions. Save the file somewhere you can easily find it, like your desktop.

Step 3: Review the file format and size

Your bank might give you options for how to download/export your transactions. Pick one of these so you can upload the file into QuickBooks Online:

• Comma-Separated Values (CSV)
• QuickBooks Online (QBO)

If you can, use the QBO format. QBO files from banks should already be formatted for QuickBooks. If your file isn’t formatted, you can reformat and upload it. The maximum file size is 350 KB. If your file is too big, shorten the date range and download your transactions in smaller batches.

Step 4: Start your upload

For accounts connected to online banking

If your account is connected to online banking, here’s how to start your upload:

1. In QuickBooks Online, go to the Banking menu or Transactions menu. Then select the Banking tab.
2. Select the blue tile for the account you want to upload the transactions into.
3. Select the Update ▼ and then File upload.

I encourage to check out this article here for the remaining steps on how to import your transactions into QuickBooks. In case you run into any errors while importing, check out this helpful article: What to do if you see a bank error or bank transactions won’t download. Give this a try and if you have questions, feel free to reach back to me in the comments below. I'll be one message away.