Is there a way to import a CSV file with banking activity into desktop QuickBooks Premier 2018?
Hello there, ErikaN.
Good to see you here in the Community space. I want to make sure you’re able to import your bank activity into QuickBooks Desktop.
There are certain file formats that can be used to import bank transactions. As of this time, you can only bring in transactions using the following format:
For additional information, you can refer to this article: https://community.intuit.com/articles/1765520.
While importing transactions using CSV file isn’t available, I’d suggest providing us your insight and opinion by clicking Help on the top menu and selecting Send Feedback Online. By doing so, our product team would know what you liked and what we can improve to make it better.
As a workaround, you can manually bring in transactions using our WebConnect feature. You may take a look at this article for details: https://community.intuit.com/articles/1764540.
That should be it. Let me know if there’s anything else you need. I’m always here to help. Enjoy your day!
I have Qbks Pro 2018 desktop. I want to export bank transactions into Qbks, but my bank only has .csv or quicken for personal banking, not .qbo.
How do I convert an Excel .csv file into my Qbks pro desktop?
Your answer is gratefully appreciated!
Hello there, @StudentABC.
Thanks for joining this conversation. I can help you convert and import bank transactions in QuickBooks Desktop.
I recommend contacting your bank to ask if they can provide you a .qbo file type. Aside from that, there are also a variety of applications you can choose from our QuickBooks App Store to help you convert the .csv file to .qbo. You can visit the link to search for the supported apps and best file type converter that suits your business' needs.
Once you're done, you should be able to import(add) transaction into QuickBooks in no time!
That's it. If there's anything else you need or if you have follow-up questions about banking, just keep me posted in this thread. I'm always here to help you further.
You're very much welcome with the steps, @urspolo.
I'm glad I came across your post and was able to address your convert and import questions. Should you have any other concerns that I can help you with, feel free to mention me on your posts. Wishing you all the best and I'm cheering for your business success!