How to Upload Bank Transaction to the QuickBooks Online?
The QuickBooks online is one of the versions of the world’s top finance and accounting software named QuickBooks. It is different from other versions as it helps you manage your bank transaction, allow you to maintain the income and expenditure along with the valid proof and online documents such as the bank transactions, receipts, and notifications.
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You first have to connect your bank account with your QuickBooks software, and then you can avail the facilities and use the features of this firmware. The QuickBooks Support USA has earlier told you the process the download the bank transactions. Today, we will inform you about the process to upload these files to the QBO Company.
FOLLOW THESE STEPS AND TRANSFER THE BANK TRANSACTIONS TO THE COMPANY
- Open your QuickBooks and move the cursor to the left side menu.
- It will display a list of available options.
- Select Banking and click on the option of File Upload.
- Click on the tab to upload transactions manually in case you are using this feature for the first time.
- From the Browse, you can locate the desired files
- Select the bank transaction which you have downloaded and skip to Next.
- Expand the drop-down menu of the Accounts to see the list
- Choose the account and click on Next after that.
- You should click on the tab to Add New if you currently don’t have an account.
- Select the format which is supported by the QuickBooks Online.
- At last, you have to hit on the Let’s Go or the Finish, whichever you see on your screen.
- Review your files, and then accept them from the software.
We have supplied the process of downloading as well as uploading the Bank Transactions on your accounting software. You can learn more actions and features of QuickBooks from us. Just Dial the QuickBooks Enterprise Support phone Number USA +1-866-662-5999. We will talk to you and listen if you have more queries related to the software.
Read Also:-How to Install One-Click for the System having QuickBooks Desktop?
