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BK Mtl
Level 2
posted
‎April 21, 2024 06:32 PM
last updated ‎April 21, 2024 3:32 PM

I have Quickbooks-pro desktop version. How can I import a csv or xls file of transactions in my banking or credit card accounts?

I have Quickbooks-pro desktop version. How can I import a csv or xls file of transactions in my banking or credit card accounts?

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6 Comments 6
4Gal
Level 11
‎April 21, 2024 11:13 PM

I have Quickbooks-pro desktop version. How can I import a csv or xls file of transactions in my banking or credit card accounts?

Which QB Desktop year version do you have?

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BK Mtl
Level 2
‎April 22, 2024 12:00 AM

I have Quickbooks-pro desktop version. How can I import a csv or xls file of transactions in my banking or credit card accounts?

I have the 2021 desktop version Desktop Pro.

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4Gal
Level 11
‎April 22, 2024 12:16 AM

I have Quickbooks-pro desktop version. How can I import a csv or xls file of transactions in my banking or credit card accounts?

You can use an importer tool. It's a $199 one time license.

https://get.transactionpro.com/qbd

 

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BK Mtl
Level 2
‎April 22, 2024 12:33 AM

I have Quickbooks-pro desktop version. How can I import a csv or xls file of transactions in my banking or credit card accounts?

Is there anything that is free or much less expensive that works? Thanks

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4Gal
Level 11
‎April 22, 2024 12:45 AM

I have Quickbooks-pro desktop version. How can I import a csv or xls file of transactions in my banking or credit card accounts?

Another option, use csv2qbo converter tool. It's a $60 one time license.

https://www.moneythumb.com/?ref=110

 

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CC1701
Level 1
‎April 03, 2025 01:14 PM

I have Quickbooks-pro desktop version. How can I import a csv or xls file of transactions in my banking or credit card accounts?

It is ridiculous that Intuit cannot put this feature in QB Desktop to allow a CSV import.  They have this feature in QB Online.

 

I'm paying a subscription fee for QB Desktop and it doesn't have this feature and no, I am not going to migrate to QB Online.  It doesn't suit my needs.

 

Customers should not have to buy a third party program to convert CSV to QBO.  Intuit should be putting this feature into the program.

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