How to upload transactions manually to QuickBooks Online

0:00 Intro
0:30 Downloading transactions from your bank
1:48 Upload your bank transactions to QuickBooks
2:28 Where to upload future transactions

If you can, it’s best to connect your bank or credit card to QuickBooks because then QuickBooks automatically downloads your transactions for you.

However, that’s not possible for some banks. Or, you may want to add some older transactions to QuickBooks. In those cases you’ll need to download the transactions from your bank and then upload them to QuickBooks.

Let’s go over how to upload transactions for a new account and then how to upload more transactions in the future.

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[StephenShea-zpcy]

To upload the transactions, I'm getting stopped at a step that is left out of this video: matching the source columns to QB columns (date, credit, debit, etc.). In the video, that's not even mentioned, but that's the step that's been glitching for me for the past hour.

[InManIsGod]

I have an issue with the manual upload process because it is quite laborious. It would be helpful if there was a way to use a specific format to upload the bank statement in order to automatically apply categories that are already used in the chart of accounts.

Additionally, I'm disappointed that Quickbooks doesn't have a sub-class for transactions like Xerox does. I hope this can be addressed if it hasn't already been.

[xpresslube]

So if I move from Desktop to Online, this will work similar to the Bank Feeds that I currently use in Desktop to help reconcile the bank statement? It will match transactions that I already put in the ledger?