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To manually import transactions from your online banking account into QuickBooks, you'll need to download a transaction file (.
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As of this time, the information that will import using a CSV file is the following: The steps you've shared above is for QuickBooks Online. It was super helpful, and I feel like we are on the same page. Thanks for providing detailed information about your concern. You can review, add, or match each transaction. Once the import is finished, you are directed to the Banking menu or Transactions menu where your imported transactions are displayed on the For Review tab. Select Let's go! when the Import completed notification appears.Select the checkboxes of the transactions to import and select Next.Note: You can choose 1 column or 2 columns. Select a Date, date format, Description, and Account.From the QuickBooks Account drop-down list, select the bank or credit card account then select Next.If you haven't downloaded your CSV file yet, follow the onscreen instructions in the Upload file window to download your transactions and then select the file you downloaded. Select Browse and choose the file you downloaded from your bank.You can also begin your upload from the Import Data page (select Settings ⚙, under Tools select Import Data, and select Bank Data). If you’ve never connected an account, you can select Upload transactions manually. Select the left Banking menu and select Banking.I've wasted so much time on this already and it is becoming critical. My 2019 version is up-to-date, btw, and I saved the file as a Windows csv. Are there different instructions for mac? I've searched but nothing else comes up. There is no FILE UPLOAD or UPLOAD TRANSACTIONS MANUALLY. THESE INSTRUCTIONS BELOW DO NOT HELP because they don't match the menu choices I see.
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I've given up on importing transactions directly from my bank and am now trying to import a csv file.