How to upload bank transactions

QuickBooks connects to thousands of banks so that you can automatically download bank and credit card transactions.

However, if QuickBooks doesn't connect to your bank yet, you may be able to bring bank transactions into QuickBooks if your bank supports certain types of file downloads (QFX, QBO, CSV, and OFX). You then upload the file into QuickBooks.

Important! Unless you just connected a new account and you need to get transactions older than 90 days, don't upload bank files if you already connected your account to the bank. You may upload duplicate transactions, which you then have to delete or exclude.

When should you upload a bank file?

• Upload bank files if QuickBooks doesn't support connections to your bank yet.
• Upload bank files if you want additional historical transactions, which might be available from your bank's website. QuickBooks downloads the last 90 days of transactions when you first connect an account.

If you're adding historical transactions for a connected account, be careful to specify a date range earlier than the last 90 days. Otherwise, you may upload duplicate transactions.

How to upload a bank file

When you do need to upload a bank file, follow these steps:

1. Download transactions from your bank's website.
   • Sign in to your bank's website and follow your bank's online process for downloading your transactions to your computer. You may be able to choose transactions from specific or multiple accounts, or even select a date range for transactions.
   • Choose one of the supported file type below. The first four choices are the easiest ones to upload into QuickBooks.
     • Quicken (QFX)
     • QuickBooks Online (QBO)
     • Comma-Separated Values (CSV)
     • Microsoft Money (OFX).
     • Comma-Separated Values (CSV)

     Do not choose a Quicken QIF file.

   • Make note of the file name and the location where you download it.

   QuickBooks only supports files sizes up to 350 KB (kilobytes). If you're downloading a lot of transactions, you may need to download smaller date ranges.

2. On the Banking page, click Update down arrow > File upload. If you don't have any banks connected, scroll to the bottom of the page and click upload a file.
3. Click Browse to find and select the file to upload, and then click Open.
4. Click Next.
5. Select the QuickBooks account you want to upload the bank data to, and click Next. If you don't have an account set up yet, click Add New in the drop-down list and add an account.
6. If you're uploading a CSV file, you're prompted to select columns from the CSV file that match QuickBooks banking fields. Click Next when you're done.
7. Click Let's go! to return to the Banking page and begin reviewing your bank transactions so that you can accept them into QuickBooks.

See also

Common questions about uploading bank files