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How can you import a csv file with transactions (such as bank transactions) on quickbooks accountant desktop 2017? It is different than the online version which dont have

 
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Best answer January 30, 2020

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Moderator

How can you import a csv file with transactions (such as bank transactions) on quickbooks accountant desktop 2017? It is different than the online version which dont have

Thank you for posting in the Community, @arielson.

 

The supported file when importing bank transactions in QuickBooks Desktop is (.qbo) file. 

 

To download web connect files, here's what you'll need to do:

 

  1. Go to the File menu at the top. 
  2. Choose Utilities, then Import.
  3. Select Web Connect Files
  4. Locate the QBO file you saved, then Open.
  5. When prompted to Select Bank Account, choose Use an existing QuickBooks account if the account you are importing the transactions into is already set up in QuickBooks or Create a new QuickBooks account if the account you are importing the transactions into is not yet in QuickBooks.
  6. Hit Continue and OK

Once done, go to the Bank Feeds Center to review your transactions. For additional information on this process, I recommend the following article: Import web connect (.qbo) files.

 

Just in case, I'll add these articles for future reference:

If you need anything else, leave a comment below. I'm here for you. Have a great day!

View solution in original post

4 Comments 4
Highlighted
Moderator

How can you import a csv file with transactions (such as bank transactions) on quickbooks accountant desktop 2017? It is different than the online version which dont have

Thank you for posting in the Community, @arielson.

 

The supported file when importing bank transactions in QuickBooks Desktop is (.qbo) file. 

 

To download web connect files, here's what you'll need to do:

 

  1. Go to the File menu at the top. 
  2. Choose Utilities, then Import.
  3. Select Web Connect Files
  4. Locate the QBO file you saved, then Open.
  5. When prompted to Select Bank Account, choose Use an existing QuickBooks account if the account you are importing the transactions into is already set up in QuickBooks or Create a new QuickBooks account if the account you are importing the transactions into is not yet in QuickBooks.
  6. Hit Continue and OK

Once done, go to the Bank Feeds Center to review your transactions. For additional information on this process, I recommend the following article: Import web connect (.qbo) files.

 

Just in case, I'll add these articles for future reference:

If you need anything else, leave a comment below. I'm here for you. Have a great day!

View solution in original post

Highlighted
Level 1

How can you import a csv file with transactions (such as bank transactions) on quickbooks accountant desktop 2017? It is different than the online version which dont have

Thanks!

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Level 12

How can you import a csv file with transactions (such as bank transactions) on quickbooks accountant desktop 2017? It is different than the online version which dont have

Highlighted
Level 2

How can you import a csv file with transactions (such as bank transactions) on quickbooks accountant desktop 2017? It is different than the online version which dont have

There is a converter I just found from Propersoft.com...CSVtoQBO.  I just purchased the one converter, but there are others.

 

I have nothing to gain from this but it saved me a ton of time.  The serve and followup has been great but it was truly seamless and I did not need any help.

 

This converts a csv bank transaction list to a QBO file to import though Web connect.

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