Select Browse and pick the file you downloaded from your bank, then tap Next. From the QuickBooks account drop-down menu, choose the account you want to upload the transactions into, and then click Next. Follow the onscreen instructions. Match the columns on the file with the banking fields in QuickBooks, and then tap Next. When Quicken downloads from your bank account a transaction that matches the date and amount of a manually entered transaction, the downloaded transaction will match the manual transaction, resulting in only one transaction in your account register. Your manually entered payee name, category, memos and tags will be retained. I'm happy to see you today, llwhite0923. In addition to @vpcontroller answer, let's go to the Chart of Accounts and then manually enter your bank transactions to bypass the export process.. Here's how: Go to the Accounting menu and choose Chart of Accounts.; Selecting these actions will take you to the All Lists page.; From there, pick the bank you're working on and then tap the link for One way is to manually enter each transaction into Quicken. This can be time-consuming, but it does give you more control over which transactions are recorded. The second option is to use a third-party service like Mint. These services will connect to your Venmo account, and you can transfer your Venmo Data from Mint into Quicken. Premier 101 people found this helpful To access the preferences Choose Edit menu > Preferences. In the left panel, select Downloaded transactions. In the right panel, select the settings you want to use. Click OK to save your changes Other After Downloading Transactions During Transaction Download Your Renaming Rules Navigate to Chart of Accounts in QuickBooks Online Step 2: Open the QuickBooks Check Register Step 3: Review the QuickBooks Check Register Step 4: Enter Bank Transactions Into the QuickBooks Check Register How To Modify Bank Transactions in QuickBooks Online In the bank register, highlight the transaction you want to modify. Go to Tools > Add Account. Select Charles Schwab & Co, Inc. as the name of the financial institution, and click Next. A browser window will open and prompt you to log in to Charles Schwab with your Charles Schwab credentials. A list of the Charles Schwab accounts available for download in Quicken will appear. quicken.com Quicken is the most powerful money management software on the market. Learn more.For more Tips and Tricks, visit:quicken. Step 1: Pick a start date. To avoid entering duplicates, you need to know the date of the oldest existing transaction currently in the account: Go to Bookkeeping or Accounting, then select Chart of accounts ( Take me there ). Find the bank or credit card account you want to upload the transactions into. Select View register.