QB Issue Resolution:
I’m here to walk you through and get your bank downloaded transactions be uploaded, BlueRiverCrossing.
Good job and you were able to successfully added your transactions manually. I’ll show you how to add another bank account and add their transactions.
- From the left menu, click Banking and select Banking.
- At the upper-right, select File upload.
- Click Browser and open the CSV fie.
- Hit Next and select an account or click +Add new. Then, Next.
- Map the columns and then Next again.
- Review the transactions to import and click Next to successfully add them.
- Hit Let’s go!
Now you categorize your transactions to add them in your bank’s register. Then, reconcile it after.
I’ll be around the corner if there there’s anything else that you need help with. Take care always and have great day!
Resolution for Issue 'Hello fellow Quickbookers My business is based in a Latin American country and I cannot connect my bank accounts to Quickbooks Online like in the U.S. I managed to manually open one account, in the Banking module, by uploading an .CSV but I cannot find the way to open a second account with this method. Please help.' available: Yes (Solved).
Source: Intuit Community forum.
Hello fellow Quickbookers My business is based in a Latin American country and I cannot connect my bank accounts to Quickbooks Online like in the U.S. I managed to manually open one account, in the Banking module, by uploading an .CSV but I cannot find the way to open a second account with this method. Please help.: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.
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Error Recovery for Add a new bank account without connecting to bank on QBO [Canada]
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