Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Hi Guys, We are new to Quickbooks Community and software, we just started using and having a really hard time in setting up Auto import setup forTD bank statement, DHL, stripe, PayPal, my eCommerce website (Canada). When I login through QuickBooks it shows my bank account as it looks like in the browser and then there is no option to set up auto-import on monthly bases or everyday bases,
Can some buddy please help me in understanding how can I set up everything auto-import as it gets generated in my bank. does this software support integration of multiple platforms for auto import or I do the mistake buying this software?
We may share these points:
1. Bank statement. Have you register your bank account(s) and run the bank feeds?
2. Paypal, Stripe
Explore this connector
https://synder.grsm.io/quickbooks
3. DHL Canada
As far as I know, there is no shipping manager feature in QBD CA version. You may use SS as the connector to DHL but unfortunately it only supports QB Online.
You may consider using QB Online instead to utilize the connector
https://quickbooks.grsm.io/Canada
otherwise you will need another connector for QB Desktop and SS
4. Which eCommerce platform do you have? You will need a connector to sync with your QB Desktop/Online.
If you have a limited budget for now and you don't mind to import any data manually (or create a schedule import), consider having an importer tool to do so.
https://transactionpro.grsm.io/qbd
Hello viren1984,
Thanks for choosing QuickBooks Desktop for managing your business's books! It's a powerful tool that gives you a lot of hands-on capabilities for entering your data, and I can appreciate wanting to keep things flowing as seamlessly as possible by having data from the other services you're using also filter into the program. I'd be happy to go over the bank feed connection and other integrations with you.
Connecting your bank to the feed in QuickBooks Desktop is a fairly simple process, and when it's time to go through your bank transactions, you can import them into the software. This article goes over how to download the transactions into the feed: Download Bank Feed transactions in QuickBooks Desktop. You won't have to go through the steps of creating the account in the Chart of Accounts each time, but it is more of a manual import process that involves downloading the appropriate file to import into QuickBooks Desktop. The article highlights how to download the file outside of QuickBooks Desktop and here are the steps you can take within the software.
Having the option to automatically download transactions is a great way to save time, and I encourage you to submit feedback about this since it's not an option at the moment. To submit feedback, just go to the Help menu in QuickBooks Desktop, then choose Send Feedback Online to start the process.
As for connecting with PayPal, Stripe, your eCommerce site, DHL, and whatever else you'd like to, I recommend checking out the apps that connect with QuickBooks Desktop. Fiat Lux had some suggestions in their response, and here is the page where you can find more: Apps for QuickBooks Desktop. If there isn't an app available, you can always check in with the third-party service to see if there's a QuickBooks integration from their side of things.
For your reference, here are a few other articles to get you started with using the bank feeds in QuickBooks Desktop.
Don't hesitate if you have further questions. I'm here to help. :)
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here