How-To Guide
6 min read

How to Import Bank Deposit to QuickBooks Online (2026 Guide)

After converting your data with one of our tools, follow these steps to import the bank deposit into QuickBooks Online.

Import Steps

1

Understand bank deposit import limitations

QuickBooks Online does not have a dedicated bulk CSV import tool for bank deposits. Unlike invoices or journal entries, deposits must be entered individually through the + New > Bank Deposit form or matched from the banking feed. This guide covers the manual entry method, which works for any number of deposits.

Warning: There is no native 'Import Deposits' option in the QBO Import Data tool. For bulk deposits, upload a bank statement file (CSV, QBO, QFX, or OFX) via Banking > Upload from file, or use journal entries to record deposits in bulk.
2

Prepare your deposit data

Organize your deposit information in a spreadsheet with columns for Date, Account, Amount, and Memo. Having this data ready makes manual entry faster. If you have many deposits, consider converting them to journal entries instead, which can be bulk-imported via CSV.

3

Open the Bank Deposit form

In QuickBooks Online, click the '+ New' button in the left sidebar or top navigation. Under the 'Other' column, select 'Bank Deposit'. This opens the deposit entry form where you can specify the deposit account, date, and individual line items.

4

Select the deposit account and date

At the top of the Bank Deposit form, select the bank account where the deposit will be recorded from the 'Account' dropdown. Set the Date field to the deposit date. If you have payments sitting in Undeposited Funds, they will appear in the top section for selection.

5

Enter deposit line items

In the 'Add funds to this deposit' section at the bottom of the form, enter each deposit line. For each line, select the account to receive the funds (e.g., Sales Income), add a description or memo, the payment method, and the amount. You can add multiple lines to a single deposit to match your bank statement.

Tip: If you need to record deposits from Undeposited Funds, check the boxes next to those payments in the upper section of the form.
6

Save and repeat

Click 'Save and new' to record the deposit and immediately open a new blank deposit form for the next entry. Repeat this process for each deposit. After all deposits are entered, click 'Save and close' on the last one. Verify your deposits by checking the bank register under Accounting > Chart of Accounts and selecting the bank account.

Required QuickBooks Online Fields

Field Type Description Example
Date Date Deposit date 01/15/2025
Account Text Bank account name Business Checking
Amount Currency Deposit amount 5000.00

QuickBooks Online requires these fields for successful import.

Tip Make sure your converted file is saved and ready before starting the import. You can preview the converted data in the tool before downloading.

Frequently Asked Questions

QuickBooks Online accepts CSV files for importing bank deposit. Our converter ensures the file is formatted correctly for QuickBooks Online.
Check the error message from the platform. Common issues include date format mismatches, missing required fields, or duplicate entries. Our converter handles most formatting issues automatically.