Import Bank Transactions into QuickBooks Online

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Import Bank Transactions into QuickBooks Online
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QuickBooks is an ideal solution for managing and
handling all the accounting and bookkeeping needs
of a business. Today, in this post were going to
learn how to import bank transactions into
QuickBooks Online. Online Banking in QuickBooks
Online is a very important and time-saving
feature that not only downloads bank transactions
but it also categorizes them. To learn about is
brief then you need to refer to the given below
steps.
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Steps for importing bank transactions into
QuickBooks Online
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Locating Your Bank

• First, you need to choose the transactions
  optiongt then go to the left menu bar QuickBooks
  and tap on the Banking option.
• Now to add your bank account, tap on the green
  connect account button.
• After that, you need to search your bank by
  entering the banks name or the Banks website
  URL.
• Note If in case you dont find your bank in the
  list, you need to import your bank transactions
  by using a CSV file or with a QuickBooks online
  file.
• Once you select your bank then navigate to your
  banks sign-in page by pressing the green
  Continue button

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Log-in Into the Bank Account

• Once you sign in to your bank, then a pop-up are
  want to share your banking information with
  Intuit and provide a summary of the information
  to be shared is displayed on the screen.
• Click agree for the confirmation and continue. It
  will again take you to QuickBooks

Linking your Bank Accounts to Chart of Accounts

• Once you returned back to QuickBooks then a list
  of accounts that have with the selected bank will
  get displayed.
• Now you need to choose all the bank accounts that
  you want to link to QuickBooks Online.
• After that click on an accountgt now a drop-down
  menu will list all the selected bank accounts as
  well as your chart of accounts.

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Selection of the appropriate Date Range
Once you successfully assign your bank account to
an account from your Chart of Accounts. Now you
need to decide the transaction range.
Reviewing Downloaded Bank Transactions in the
Banking Center
Once you connect to your bank account then
QuickBooks will take you to the Banking center
page. Then you need to go through the given below
steps.
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• Review transactions Navigate to the orange
  number (which is located in the upper left corner
  of the Banking Center). This number is basically
  the number of transactions that were imported
  from your bank account and are ready to review.
• Reviewing Tab To review the imported bank
  account transactions, you need to tap on the
  Review lists option.
• Adding account To add a new account, you need to
  click on the Add account option (located in the
  upper right-hand corner of the screen).

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If any issues and problems arise then follow you
can visit DancingNumbers.com where you can find
the related links, topics, and video tutorials
that would help you with all the topics related
to importing data. It also provides you with the
required information and added knowledge about
the software.
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