Import Bank Transactions into QuickBooks Online
                     Import Bank Transactions into 
QuickBooks Online
QuickBooks is an ideal solution for managing and handling all 
the accounting and bookkeeping needs of a business. Today, in 
this post we’re going to learn how to import bank transactions 
into QuickBooks Online. Online Banking in QuickBooks Online 
is a very important and time-saving feature that not only 
downloads bank transactions but it also categorizes them. To 
learn about is brief then you need to refer to the given below 
steps.
Steps for importing bank 
transactions into QuickBooks 
Online
Locating Your Bank
• First, you need to choose the transactions option> then go to the left menu 
bar QuickBooks and tap on the Banking option.
• Now to add your bank account, tap on the green connect account button.
• After that, you need to search your bank by entering the bank’s name or 
the Bank’s website URL.
• Note: If in case you don’t find your bank in the list, you need to import your 
bank transactions by using a CSV file or with a QuickBooks online file.
• Once you select your bank then navigate to your bank’s sign-in page by 
pressing the green Continue button
Log-in Into the Bank Account
• Once you sign in to your bank, then a pop-up “are want to share your banking 
information with Intuit and provide a summary of the information to be shared” 
is displayed on the screen.
• Click agree for the confirmation and continue. It will again take you to 
QuickBooks
Linking your Bank Accounts to Chart of 
• Once you returned back to QuicAkBcocokos uthennt as list of accounts that have with the 
selected bank will get displayed.
• Now you need to choose all the bank accounts that you want to link to 
QuickBooks Online.
• After that click on an account> now a drop-down menu will list all the selected 
bank accounts as well as your chart of accounts.
Selection of the appropriate Date 
Range
Once you successfully assign your bank account to an account from your Chart of 
Accounts. Now you need to decide the transaction range.
Reviewing Downloaded Bank Transactions in the 
Banking Center
Once you connect to your bank account then QuickBooks will take you to the 
Banking center page. Then you need to go through the given below steps.
• Review transactions: Navigate to the orange number (which is 
located in the upper left corner of the Banking Center). This 
number is basically the number of transactions that were 
imported from your bank account and are ready to review.
• Reviewing Tab: To review the imported bank account transactions, 
you need to tap on the Review lists option.
• Adding account: To add a new account, you need to click on the 
Add account option (located in the upper right-hand corner of the 
screen).
If any issues and problems arise then follow you can 
visit DancingNumbers.com where you can find the 
related links, topics, and video tutorials that would help 
you with all the topics related to importing data. It also 
provides you with the required information and added 
knowledge about the software.
Source: 
Dancing Numbers