Quickbooks for Mac Fidelity Investments import

Hi there, @kemetivier.

Yes, you can import those missing transactions in QuickBooks Desktop Mac. Before that, I'd suggest creating a backup file to make sure you have it just in case you'll encounter an issue along the way. Here's how to import:

1. Go to the Banking menu.
2. Select Downloaded Transactions and then choose Import File.  
3. Find the file you'd like to import and click Continue.
4. Choose the bank account you'd like to import the transactions into and select OK.
5. QuickBooks will now import the data and will let you know once it's finished.

I've also added this article for your future task when you're ready to match your transactions: Add and match Bank Feed transactions in QuickBooks Desktop.

I'll be around if you have other concerns or questions. I'd be happy to lend a helping hand. Take care.

Thank you, Stephanie. Do they need to be a certain format? I have a client trying to import .CSV files and he says they are not working.

Hey there, kemetivier,

Thanks for the question, your client may be running into issues because the format required for importing transactions with QBDT for Mac is .IIF.  Intuit Interchange Format (.IIF) files are ASCII text, TSV (Tab-Separated Value) files that QuickBooks Desktop uses to import or export lists or transactions. These files make it easier to transfer data to and from different platforms to better manage company records in QuickBooks.

Importing and exporting .IIF files in QuickBooks Desktop is easy because QuickBooks Desktop formats the file for you. However, creating .iif files from scratch or adapting data from another program is technically complex and may be difficult if you don't have experience formatting delimited text files. This makes it faster and easier to enter the information directly into QuickBooks Desktop, unless you have very large amounts of data to import.

To get started, you can download and install the .IIF import kit to save time and improve your results. You can also download sample .IIF files to practice or use as templates for importing transactions into QuickBooks. To find the download kit for .IIF files check out this helpful link. 

Thank you for your time, and should you need any other help or have any other questions, we're just a few clicks away.