Importing transactions from my bank which are in CSV format into the check register into QB Desktop 2020 Pro. Is this possible?

You will need a 3rd party app to import or convert your bank statement.

Hello there, @Matt_Moore. 

I know you want to import bank transactions in a CSV format. Please know that you can only import your bank transactions using a .QBO file in QuickBooks Desktop. 

As Fiat Lux - ASIA mentioned, you can use a 3rd party app to import them, or convert your bank statement from CSV to a .QBO file. 

Once converted, you can follow the steps to import a .QBO file:

1. Select Bank Feeds from the Banking menu, then Import Web Connect Files.
2. Select the .QBO file you saved or converted, then select Open.
3. When asked to select your bank account, use a QuickBooks account that exists if the account you're importing transactions into is already set up in QuickBooks, or select Create a new QuickBooks account if the account you're importing transactions into isn't in QuickBooks yet. Learn how to create an account.
4. Click Continue, the select OK when you see a dialog box telling you that the data has been successfully read into QuickBooks.
5. Review your transactions in the Bank Feeds Center.

For more insights about bringing your bank transactions in to QuickBooks, you can visit this article: Set up or edit bank accounts for Bank Feeds in QuickBooks Desktop.

For future reference, you can check out this article to learn more about exporting, importing, and edit IIF files your lists and transactions in QBDT. 

We're always around here to guide you some more should you have additional concerns about importing your bank transactions. Take care!

Thank you

Thank You,

Does Intuit have a recommended 3rd party app?

Do other, more expensive, version of Quickbooks have the functionality for doing a .CSV import for transactions included or is the only option to buy this software separately?

Thanks,

Matt

You may have 2 options

1. An importer tool. You can use the same tool to import other types of transactions

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

2. A converter tool. i.e csv2qbo

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

Hello there, @Matt_Moore. 

QuickBooks integrates with hundreds of third-party software developers.

To view a wide range of options, you can visit our QuickBooks Desktop Marketplace. Then, use specific keywords to narrow down the search. You can check the reviews from other customers to help you decide which app suits your business type and needs.

And as for your other concern, right now, only QuickBooks Online accepts CSV format when importing bank transactions. 

In case you need tips in the future about the "How Do I" steps in QuickBooks Desktop, visit our QuickBooks Community help website for reference.

Let me know if you have any additional questions. I'm here to ensure your continued success. Have a great day!

NEED HELP INFO:  I don't have a bank transaction; I have an Excel with credit card expenses that I need to import to pay a vendor back.  How can I import the Excel? 

How can I import an Excel?

Hi, 222Rebecca.

I've got the steps on how to import via an Excel file. 

Let me guide you with these steps:

1. Open the Lists menu, then choose Chart of Accounts.
2. Choose the Account drop-down, then hit Import from Excel.
3. Click on Browse to choose the Excel file you want to import.
4. Choose the file, then hit Open.
5. Choose the Excel Sheet where the data you want to import is on.
6. Map your accounts.
7. Mapping your accounts tell QuickBooks how to import the data from your Excel sheet.
8. Click on Import. If it's your first time importing, hit Yes.

Also, read these guides to learn more about import or export information with QuickBooks Desktop:

• Import and export data in QuickBooks Desktop
• Import/export CSV files

Please post again or leave a comment in this thread if you have more questions about importing transactions or anything else QuickBooks. I'm more than willing to assist.