Can I upload a paper bank statement? My online banking does not go back to last tax year

Answer

Hello there, louisebensondanc

I’ll help ensure you’re able to download your bank statements for the last tax year.

Since you want to upload the paper bank statements, you’ll need to manually do it. For a faster way of downloading bank transactions, I’d suggest downloading a .QBO file from your bank website and import this file to QuickBooks Desktop. This is called the WebConnect process. 

Let’s first create a backup of the QuickBooks company file prior to any download or import so you can always start over if needed.

To download transactions via Web Connect, here’s how:

  1. Access your bank’s website through a web browser outside QuickBooks.
  2. Log in to your bank account using your customer ID and PIN or password.
  3. Download your online transaction activity via QuickBooks Web Connect (.QBO) file.
  4. Save the file on your computer.

To import .QBO files, here’s how:

  1. Go to the File menu at the top.
  2. Select Utilities, then choose Import. Select Web Connect Files.
  3. Select the .QBO file you saved in your computer, then select Open.
  4. Select Use an existing QuickBooks account or Create a new QuickBooks account.
  5. Choose Continue. You should see a dialogue box saying that the data has been successfully read into QuickBooks.
  6. Select OK.
  7. Go to the Bank Feeds Centre to review your transactions.

For more details, you can go through these articles below:

Please let me know how it goes by leaving a comment below. I’m here anytime you need further assistance. I’m always here to help, louisebensondanc.

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