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QuickBooks

General Questions

How to manually import bank transactions on QBO?

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1. Select File upload from the Banking screen.

2. Browse to locate the file to upload. Select Next.

3. From the drop-down list of accounts in QuickBooks Online, select the appropriate bank

account to which the file’s transactions are to be linked, then uploaded and choose Save.

4. A message will appear indicating that your bank data has been saved.

5. Click Finish.

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