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May 4, 2020
Question

I want to add my John Lewis statement, so I can then go through each item, how do I do this?

  • May 4, 2020
  • 1 reply
  • 0 views
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1 reply

katherinejoyceO
Level 9
May 4, 2020

Hello there, @clareallen10

 

Thanks for visiting the Community. I'm here to guide you in uploading your John Lewis bank statement so you can reconcile them with your transactions in your QuickBooks Online (QBO) account. 

 

First off, you'll need to log in to your online banking and download your transactions and save it in a CSV (comma-separated values) file format. 

 

You can now start uploading them into QuickBooks. Here's how: 

 

  1. Go to the Banking menu, then select the Banking tab.
  2. Select Upload transactions
  3. Click Browse and select the file you downloaded from your bank, then Next
  4. From the QuickBooks account drop-down list, pick the account you want to upload the transactions into, then select Next.
  5. Follow the on-screen instructions to match the columns on the file with the banking fields in QuickBooks, then click Next.

 

Once done, select Let's go.  You can can now match and categorize them to make sure they're added in QuickBooks. 

 

For more detailed steps, check out this article: Manually upload transactions into QuickBooks Online.  It also includes link with steps to guide you in reconciling your account to make sure they matched to your real-life bank transactions. 

 

Know that you can also connect your bank and credit card accounts to QuickBooks to automatically download your transactions.

 

Please let me know if you have other concerns. I'm always around to help.