If you can, it’s best to connect your bank or credit card to QuickBooks because then QuickBooks automatically downloads your transactions for you.

However, that’s not possible for some banks. Or, you may want to add some older transactions to QuickBooks. In those cases you’ll need to download the transactions from your bank and then upload them to QuickBooks.

Let’s go over how to upload transactions for a new account and then how to upload more transactions in the future.