one bank account is automatially updated..got another bank account is not linked /listed.how to upload the csv file

Answer

Hi Rozanna.Rashid, 

You need to download transactions from your bank's website. Then, manually upload them to QuickBooks Online. Let me guide you with the steps.

Here's how to download transactions:

  1. Sign in to your bank's website.
  2. Follow your bank's online process to download your transactions.
  3. Choose transactions from specific/multiple accounts, or select the date range for transactions.
  4. Choose a supported file type for the download file.
  5. Note the name of the file and the location so you can easily find when uploading a file. 

Once transactions are downloaded, you can follow the steps below to the upload the file. 

  1. Click Banking on the left menu.
  2. Select Banking.
  3. From the Update drop-down menu, select File upload. If you’ve never connected an account, you can select Upload transactions manually.
  4. Click Browse and choose the file you downloaded from your bank.
  5. Click Next.
  6. From the QuickBooks account drop-down list, select the account. Click Next. (If you don't have an account set up yet, you can select Add New to add an account.)
  7. Follow the prompts to select columns from the CSV file that match QuickBooks Online banking fields. You can also upload CSV bank transactions through the Import Data page. (Click the Gear icon, and, under Tools, select Import Data, then select Bank Data.)
  8. Click Next.
  9. Click Let's go! (or Finish).

Also, QuickBooks Online only supports the following file formats:

  • Comma-Separated Values (CSV)
  • Quicken (QFX)
  • QuickBooks Online (QBO)
  • Microsoft Money (OFX)
Here's an article for more information if you're unable to find your bank on the list: How to Identify The Correct Bank.

Reach out to us if you need anything. I'm always right here to help.
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IntuitMariaS , Community Support Specialist
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