cancel
Showing results for 
Search instead for 
Did you mean: 
jjfink
Level 2

How to import bank transactions using excel.

Apparently, NO ONE from Intuit can read!!!!!!!!!!!!

 

We NEEEEEEEDDDDD to be able to CONVERT csv files INTO QBO format.....SO.....the web connect will work!!!!!!!!!!!!!!!!!!!!!!!!!!!

 

This cannot be that difficult.   We just need the exact format web connect is expecting.  Then, we can format csv files in that format, and save them as xyz.QBO.   THEN web connect will work.

 

PLEASE HELP THE COMMUNITY!!!!!!!!!!!!!!!!!

4Gal
Level 10

How to import bank transactions using excel.

@jjfink 

You can use csv2qbo converter tool as a workaround. It's $60 one time license.

https://www.moneythumb.com/?ref=110

 

jjfink
Level 2

How to import bank transactions using excel.

Thanks.

 

And, that will work for ....... BANKING ..... transactions?

4Gal
Level 10

How to import bank transactions using excel.

@jjfink 

Yes

jjfink
Level 2

How to import bank transactions using excel.

aaarrrggghhhh.....it is $24.95 a month now.... 

Fiat Lux - ASIA
Level 15

How to import bank transactions using excel.

@jjfink 

Did you check csv2qbo converter tool as mentioned before?

https://www.moneythumb.com/?ref=110

 

Check the one time license for the converter tool

 

csv2qbo.jpg

SmarterNotFaster
Level 1

How to import bank transactions using excel.

Please suggest the https://desktop.apps.com/home page have intuitive search engines added OR better descriptive lines to eliminate the tedious click >read>click>read to locate the application you are looking for ie: excel to quickbooks desktop should bring up only programs that provide that transaction. the current search engine provides any program that uses Excel for time tracking, etc. 

4Gal
Level 10

How to import bank transactions using excel.

@SmarterNotFaster 

Check the following options. Both are one time license tools.

https://www.moneythumb.com/?ref=110

https://get.transactionpro.com/qbd

 

connectdesigns
Level 2

How to import bank transactions using excel.

Intuit/Quickbooks dont want to help you, duh. In May my Desktop "Pro" 2020 stopped being supported, so now I am unable to import any transactions from anywhere. Intuit basically crippled the software I paid for, because i wouldn't "upgrade" to Online, and also wont pay to "upgrade" to 2021 to get 1 more years worth of being able to import.

This will be the last version of Quickbooks I will use, after decades. I wont be forced into an online only software that is subscription only, and I can only have 1 set of books per subscription. 

Control freaks abound, the greed is finding its way into every nook and cranny of our lives, sucking the life out.

Fiat Lux - ASIA
Level 15

How to import bank transactions using excel.

@connectdesigns 

You can use the importer tool as mentioned earlier to work with QBD 2020. It's a one time license

https://get.transactionpro.com/qbd

 

If you are working solo or no need the payroll feature, contact me in private. You can use a newer QB Desktop version with a non-subscription license to run the bank feeds feature.

Need to get in touch?

Contact us