How do you import bank transactions into QuickBooks Online?

• A. Create manual transactions only.
• B. Use the Audit Log.
• C. Connect a bank account or upload a CSV/XLSX, then review and categorize transactions.
• D. Reconcile via Accounting > Reconcile.

Answer: (C)

The method being tested is how to bring bank data into QuickBooks Online by getting the transactions into the system first and then classifying them so they map to the right accounts. The best approach is to connect the bank account so transactions flow in automatically, or upload a CSV/XLSX file if you have a file from the bank, and then review each transaction and categorize it to the proper expense, income, or payable/receivable accounts. This ensures data accuracy and saves time, especially when dealing with many transactions, because you’re loading the data in bulk and then assigning the correct accounts, vendors, customers, and tax details as needed, rather than entering each item individually. After importing, you’ll often need to match transactions to existing ones, add missing details, and possibly create new vendors or customers to keep the books tidy. The Audit Log is for tracking changes, not for importing data, and Reconcile is the process of matching your books to the bank statement after the data is in, not the method of getting the data in.