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Level 1

How can I manually import bank records from a CSV or Excel file into QB so I don't have to pay for online banking?

I need to import transactions from my checking account into Quickbooks. My bank charges a monthly fee for connecting to QB, but I can download my banking history in CSV for free. I can't figure out how to import that data into the banking area of Quickbooks.

Also, I cannot figure out how to "enable" a bank account in Quickbooks without setting up online banking. How can I do this?

Thank you!
Jason
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Anonymous
Not applicable

How can I manually import bank records from a CSV or Excel file into QB so I don't have to pay for online banking?

Thanks for the mention.  Yes, you can import your bank activity directly into your register using an IIF file created by the IIF Transaction Creator 


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Level 8

How can I manually import bank records from a CSV or Excel file into QB so I don't have to pay for online banking?

You'll need a 3rd party app to convert the cdv file. Do a Google search for Big Red Consulting and/or look at this converter, http://statementconverter.com

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