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BK Mtl
Level 1

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?

5 Comments 5
4Gal
Level 11

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?

BK Mtl
Level 1

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.

4Gal
Level 11

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

 

BK Mtl
Level 1

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

4Gal
Level 11

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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