Uploading banking

REB1952 · ‎November 11, 2021

I have an Apple Mac. Does it create a problem if I upload earlier bank transactions into an Apple spreadsheet rather than a Microsoft excell spreadsheet? In order to then upload them into Quickbooks.

John C · ‎November 11, 2021

Hi REB1952 As the Apple Spreadsheet won't save in the previously mentioned formats then you'll not be able to import it into QuickBooks.

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John C · ‎November 11, 2021

Hi REB1952 You're able to upload spreadsheets into the QuickBooks banking section if they are in the following formats, CSV, QFX, QBO, OFX or TXT.

https://intuit.me/3n75D0Y

REB1952 · ‎November 11, 2021

Sorry does not answer my question.

Will a standard Apple Spreadsheet work or not?

John C · ‎November 11, 2021

Hi REB1952 As the Apple Spreadsheet won't save in the previously mentioned formats then you'll not be able to import it into QuickBooks.

Fiat Lux - ASIA · ‎November 11, 2021

@REB1952

Another option, utilize a converter tool.

REB1952 · ‎November 11, 2021

Thank You

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