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Import bank statement data to QuickBooks Online from AutoEntry
Import bank statement data to QuickBooks Online from AutoEntry

You can download your uploaded bank statement data and import it into QuickBooks Online.

Brian Carolan avatar
Written by Brian Carolan
Updated over 5 months ago

When you upload your scanned bank statement and AutoEntry completes the extraction it takes only a few clicks to get that data into QuickBooks Online.

Download bank statement from AutoEntry

  1. Go to your Bank Statements inbox.

  2. When download the bank statement and choose a file type, select QuickBooks Online - Web Connect File (.qbo) option.

  3. Some details will then appear in the pop-up window for you to confirm.
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    The account number populates automatically and all you need to confirm is that the currency is correct.
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    📎NOTE: The other fields are for importing to QuickBooks Desktop. You can ignore these for QuickBooks Online.
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  4. The file then downloads automatically to your PC.

Import bank statement into QuickBooks Online

  1. Oopen QuickBooks Online, click on the Banking section, and to the top right click on File Upload. 


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  2. Sselect the file you wish to upload by browsing for it as normal and click Next on the bottom right.

  3. Confirm the account you're uploading to on the right-hand side of the next screen and click Next again and Let's Go! on the last screen.
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    There's nothing to check or confirm on the last screen.
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All those transactions are now for review in QuickBooks Online where you can confirm and match the recognised transactions and add/accept them as normal. 

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