QuickBooks Online: upload manual bank transactions from csv or excel

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[MegaMyra]

Thank you, Hector! Your videos always save the day!

[Amanirenas_]

After many searches, your video helped me import transactions. Thanks

[ilenisg]

Héctor, not sure if you have covered the following question in another video but here goes: what’s the easiest way to link payments made to a vendor from my credit card or bank feed to a purchase order after adding it via batch entry? I have lots of backed up reconciling for both my bank and Amex account and most purchases hav e purchase orders that I need to link to. When entering them as a bill or credit card transaction, I have to select an account which then doesn’t allow me to select the corresponding purchase order in order to receive the po. Do you have a video covering this?

[oqdshoo]

Thank you for this detail step by step

[ParisTOKYOLove]

Hi Hector! Thank you for this video. Question, how do you add in the bank account balance when you manually import? I see it's listed as 0.00.

[davidkorn]

is there a way you can also upload in addition to the the core data in the four columns noted, (date, description, spent/received) columns for an expense account and class?

[lewisticknor]

Thank you sir! You are a wonderful person!

[Jojo-rzvz]

Hi Hector, thank you for the great content. What if the CC you're using cant give you access to connect with quickbooks? where am going to upload the .CSV file ? thank you

[angelinakostine]

Thank you so much! Such a helpful video! My bank does not have direct downloads, so I was thinking I was going to have to put it all in manually😱… you saved me lots of time!

[RA-rhlb]

Thanks Hector . I am looking for transactions import directly from the bank to qbook

[Virsentual]

Hi Hector, when creating the Excel file, does each month have to be its own file or are we able to create separate tabs for each month and then upload it all at one time? The client's bank account was closed and they was not able to add the account, nor did they ever export the statements. I'm working off of a physical bank statement and manually adding each transaction. I'm looking for the most efficient and quickest way to get the transactions added. Your expert opinion is greatly appreciated.

[jamphotostudio]

Thanks for the great video Hector! I'm having an issue with the "Date" column. My files are from PNC and I've chosen the correct date format. The "Column" says a series of random numbers for the description, which is the selection I used when helping it identify which column the date is located in. However, I get the red exclamation (!) point warning when it gives me the list to choose which transactions I want to import. Part of my issue is that it's a .csv, and I'm on Mac so if I edit the file in any way it forces me to save as a "Numbers" file type which QB doesn't recognize. Not sure how to get around this. Tried to upload the .xls file instead but QB doesn't recognize that either. Is there a way to copy/paste the .csv into a .txt file and then import, or is there a better way? Thank you in advance!!

[bihas]

Hey, do you have a video explaining how the VBA works for the file?

[winningfitnesslifestyle]

This was a very good explanation...thankyou

[wvlhubw]

Thank you Hector, Need help in bank transactions with export to excel . I want to include memo too, how can i include it.

[generalbookkeeping]

The sample deposit file provided by QBO has a column for 'Received From'. However, when uploading the deposit spreadsheet, it doesn't capture that column, and I am therefore forced to manually enter the 'Received From' information for each individual transaction once the transactions are already in quickbooks. This is extremely difficult and time consuming. Am I missing something or is this really as bad as it looks?

[silvergrey]

Hi Hector, have you done any videos on upload split transaction into quickbooks online from excel?

[acanova]

How do I assign accounts to what I upload for example office expense, travel expense etc. Can I do that on the spreadsheet and then load?

[Unicorn]

Hi Hector. Is it possible to upload the whole GL from another Accounting Software (WAVE) and import it to Quickbooks online with an excel or csv file? Thanks for your help!

[ajibolaf]

Thanks Hector, Video is great, but I cannot upload, there is error message on the dates