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Frequent Explorer *

Import Check Data in QB for Mac 2019

Brand new to Quickbooks - have been using Quicken for Mac, but that programs is very limited for reporting.  Trialed QB online and felt that QB Desktop for Mac 2019 would allow for offline use, etc. I am REALLY struggling with understanding how to perform a import of my check data in QB Desktop.  I got past the concept that the data will need to be copied and pasted into the field management screen that is first presented, but then ran into errors with ZERO info being imported - something about the Payee field not being known.  Then tried the IIF import and it went more smoothly, but will not import my expense categories for the items going in.  QB Online has a feature that will allow you to review items being imported and will even learn how to categorize based on previous payee, so as you continue to import it will continue to categorize correctly.  

Unfortunately, the USER GUIDE has not been helpful, and the search for info on this has been negligible.  Is there any way of importing check data into QB Desktop?  or is this going to be a manual operation?

2 Comments
Established Community Backer ***

Re: Import Check Data in QB for Mac 2019

You import banking data from the file menu, there is no check data import that I am aware of.

Frequent Explorer *

Re: Import Check Data in QB for Mac 2019

In QB Desktop for Mac 2019, the path the file menus is  FILE->Import->transactions->checks...

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