QuickBooks Online connects to thousands of financial institutions so you can automatically download bank transactions. When you first connect your account, QuickBooks downloads the last 90 days of transactions. If QuickBooks Online doesn't connect to your bank yet or if you need more than 90 days of transactions, you can export transactions from the bank and upload them into your QuickBooks company.

Tip: Many banks refer to this feature as WebConnect. If you are outside of the US, they might refer to this as a Bank Transaction Upload.

When to upload a bank file

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

Upload or Import bank transactions

Step 1: Download transactions from your bank's website.

Please note that QuickBooks Online 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.

  1. Sign in to your bank's website and follow your bank's online process for downloading your transactions to your computer. You might be able to choose transactions from specific or multiple accounts, or even select a date range for transactions.

    Important: If you're adding historical transactions for a connected account, make sure you specify a date range earlier than the last 90 days. Otherwise, you might upload duplicate transactions.

  2. Choose one of the supported file types below. Do NOT choose a Quicken QIF file.
    • Quicken (QFX)
    • QuickBooks Online (QBO)
    • Comma-Separated Values (CSV)
    • Microsoft Money (OFX)
  3. Take note of the file name and the location where you download it.

Step 2: Upload the file to the QBO company.

  1. Select Banking on the left menu.
  2. Choose Banking at the top then click File Upload. If you’ve never connected an account, select Upload transactions manually at the bottom of the screen.
  3. Select Browse and choose the file you saved in Step 1 then click Next.
  4. From the QuickBooks account drop-down, select the account you want to upload the bank data to then click Next. If you don't have an account set up yet, select Add New then add an account. If you're uploading a CSV file, you're prompted to select columns from the CSV file that match QuickBooks Online banking fields. Select Next when you're done.
  5. Select Let's go! (or Finish, depending on what you see) to return to the Banking page and begin reviewing your bank transactions and accept them into QuickBooks Online.

Notes:

  • If you attempt to upload a file of an unsupported format, you will receive an error message.
  • The maximum file size is 350 KB. To check file size, right click the file and choose Properties; the General tab will list its size.
  • If the oldest transaction in your upload file is dated prior to the opening balance date in the register (or account history) in QuickBooks Online, the opening balance and date will change. This may result in a duplicate opening balance entry.

Common questions about uploading bank files

Troubleshooting WebConnect Errors

Sometimes when using WebConnect, you'll get an error. We've made a list of what you may see along with ways to get back up and running.

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