How do I import a transaction history from an excel spreadsheet to quickbooks online? (2024)

Glad to see you here in the thread, @gcestes. I'll help you get around this to import bank transactions into your bank account inside QuickBooks Online (QBO).

Before anything else, please know that the banks you see in the Banking tab are banks that are linked to your QBO company. To select other connected bank accounts inside the program, you'll want to click the dropdown button below the Menu icon. I'll walk you through the process to get you going. These are the steps:

1. Access your QuickBooks Online company.
2. On the left navigational bar, go to the Banking tab.
3. Click the Dropdown arrow button beside your bank.
4. See the list of banks connected to your account, and then click your preferred bank account.

For visual reference, see the photo that I've attached:

If you don't see your preferred bank account, it only means it's not yet connected to your company file. You'll need to link it first before you can utilize it.

For more information about connecting bank accounts to QBO, see this article: Connect bank and credit card accounts to QuickBooks Online.

Additionally, I've got you this handy article about exporting and importing data into your company: Common questions about importing data to QuickBooks Online.

Also, see this page for tips about handling bank transactions: Categorize and match online bank transactions in QuickBooks Online.

It was a pleasure to have you here today, @gcestes. I'll assist you again if you need help accomplishing tasks inside QuickBooks. Take care, and have a nice day!