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ViolinTeacher
Level 1

How to download transactions from my bank into two apps such as Quicken and QuickBooks, while I learn about QuickBooks?

Would you please help me? While I am learning QuickBooks, I need to continue with the Quicken program for my 2022 taxes. Is it possible to download transactions from my bank into two different apps such as Quicken and QuickBooks, while I am learning about QuickBooks? Thanks for your help.

Solved
Best answer January 05, 2023

Best Answers
JamesM4
QuickBooks Team

How to download transactions from my bank into two apps such as Quicken and QuickBooks, while I learn about QuickBooks?

Hi there,


Welcome to the QuickBooks Community. QuickBooks allows you to manage your accounting with ease. I'll be happy to share more info so you're on the right track with your work. 

 

Here's a helpful article that provides more info about connecting your bank:  Connect bank and credit card accounts to QuickBooks Online.

 

If you're unable to connect your bank account to the bank feed automatically, simply follow the steps in this article to see how to Manually upload transactions into QuickBooks Online. Once you've uploaded your transactions, you can match them with ease using the guidance in this article here. Lastly, here are some helpful tutorials/webinars you can check out in order to cut the learning curve. 

 

Let me know if this info helps. I'll be one message away in case you have other questions. Otherwise, I wish you a great rest of the day!

View solution in original post

ViolinTeacher
Level 1

How to download transactions from my bank into two apps such as Quicken and QuickBooks, while I learn about QuickBooks?

That does not really answer my question. So I just cancelled my subscription to QuickBooks Online because it is too hard to learn and much to deal with right now. Thanks anyway.

View solution in original post

2 Comments 2
JamesM4
QuickBooks Team

How to download transactions from my bank into two apps such as Quicken and QuickBooks, while I learn about QuickBooks?

Hi there,


Welcome to the QuickBooks Community. QuickBooks allows you to manage your accounting with ease. I'll be happy to share more info so you're on the right track with your work. 

 

Here's a helpful article that provides more info about connecting your bank:  Connect bank and credit card accounts to QuickBooks Online.

 

If you're unable to connect your bank account to the bank feed automatically, simply follow the steps in this article to see how to Manually upload transactions into QuickBooks Online. Once you've uploaded your transactions, you can match them with ease using the guidance in this article here. Lastly, here are some helpful tutorials/webinars you can check out in order to cut the learning curve. 

 

Let me know if this info helps. I'll be one message away in case you have other questions. Otherwise, I wish you a great rest of the day!

ViolinTeacher
Level 1

How to download transactions from my bank into two apps such as Quicken and QuickBooks, while I learn about QuickBooks?

That does not really answer my question. So I just cancelled my subscription to QuickBooks Online because it is too hard to learn and much to deal with right now. Thanks anyway.

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