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Faster QuickBooks Setup: Bank Import

We have a client who banks with PNC.  They charge extra for every little thing.  

 

I need to download transactions into Quickbooks 2017.  The Bank Feeds menu says that we downloaded transactions more than 6 months ago (it was tax season - I have no idea what we did or how we did it!).  When I try to use the Bank Feeds now I get a window that says the account has to be enrolled in "PNC Bank Direct Connect" and that there's an additional fee.

 

When I log in on the bank's website, I can download the transactions but only in Excel or CSV format.  There's no option to download a .qbo or .iif file.  I got into an online chat with PNC and their comment was "Once the statements are downloaded, you can call Quickbooks and they can convert them for you."

So I'd like to know whether or not there is a way to take these CSV files, with a total of well over 1000 transactions, and import them to Quickbooks 2017.  I'd really prefer not to have to do all this data entry.  Does anyone know what the lady at PNC meant when she said that Quickbooks would convert the Excel or CSV files into .qbo?  I just can't imagine that Intuit has the time to do conversions!  And if they do, I'm sure the service wouldn't be inexpensive.

 

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Best answer 08-14-2017

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Anonymous
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Faster QuickBooks Setup: Bank Import

Hi Donna-RD, 

 

If your bank does not offer a .qbo download or a direct connection to the bank, there are third party applications that can do it.  I don't have one that I can recommend specifically, but perhaps another community member with some experience in the area will chime in. 

 

I have had a need to convert data for similar reasons in the past, so I did a quick search on google to get an idea as to what is out there. 

 

I did find at least one application that can handle the import on marketplace.intuit.com and several from their own websites. 

 

-John

View solution in original post

1 Comment
Highlighted
Anonymous
Not applicable

Faster QuickBooks Setup: Bank Import

Hi Donna-RD, 

 

If your bank does not offer a .qbo download or a direct connection to the bank, there are third party applications that can do it.  I don't have one that I can recommend specifically, but perhaps another community member with some experience in the area will chime in. 

 

I have had a need to convert data for similar reasons in the past, so I did a quick search on google to get an idea as to what is out there. 

 

I did find at least one application that can handle the import on marketplace.intuit.com and several from their own websites. 

 

-John

View solution in original post

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