direct importing bank transactions from a CSV file

Welcome to the Community, @lenaraiwa. The supported file when importing bank transactions in QuickBooks Desktop is (.qbo) file. 

Here's how to download web connect files:

1. In the File menu, choose Utilities, then Import.
2. Click Web Connect Files. 
3. Locate the QBO file you saved, then Open.
4. When prompted to Select Bank Account, select the Create a new QuickBooks account.
5. Click Continue, then OK. 

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

Just in case, I'm adding these articles for future reference:

• Import and export data in QuickBooks Desktop
• Get started with Bank Feeds for QuickBooks Desktop
• Import/export CSV files

Feel free to leave a comment below if you need more help. I'm here for you. Have a great day!

I doubt there is a way using a CSV file (I have heard there isn't.)

Instead, you can convert the CSV file to an IIF file for import.  Use our BRC IIF Transaction Creator  to convert the file to bank checks and deposits for import into your bank register.

@lenaraiwa 

You may import them as Bank Statement by using a 3rd party tool. But you have to assign an "Account" for each transaction (e.g Utilities: Telephone, Product Sales) as one o the mandatory field.

Hi, thanks for the answer but this doesnt really cover my question, my bank doesnt support quickbooks format,so I need to use excel. I have found several explanations for this for quickbooks online, but none for desktop. I am looking for something like this for desktop- quickbooks online csv import 

@lenaraiwa 

If you are a newbie to IIF, you may utilize a 3rd party XLS/CSV importer tool

https://transactionpro.grsm.io/qbd

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

Hope it helps.

Thanks for the tip, I have seen your links to this software around the forums on related import excel bank transactions into QBD, and I am sure it is great, but I am not willing to pay 200USD to do what the software I already purchased should include. Its frustrating Intuit seems to be trying to force users of the desktop to switch to  QB Online, as that seems to be able to do it easily

@lenaraiwa 

You don't need to purchase it. Just utilize the trial periods of both products. 

Good luck!

Yes, I agree. Importing a csv is extremely basic functionality. There should be no need to pay for a 3rd party utility when we've already paid hundreds of dollars for the Intuit software. This is classic Intuit behavior. That is, they want us all to switch to their online version because we'll end up paying a lot more for their software, and it's more profitable for them. So it's a win-win for them (higher price and higher margins). So they try to force this by offering less and less on the desktop version. I'm just going to find a different accounting software rather than keep dealing with Intuit. I've used QB for 15 years, but I think I've finally had enough.

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@katherinejoyceO wrote:

Welcome to the Community, @lenaraiwa. The supported file when importing bank transactions in QuickBooks Desktop is (.qbo) file. 

 

Here's how to download web connect files:

 

1. In the File menu, choose Utilities, then Import.
2. Click Web Connect Files. 
3. Locate the QBO file you saved, then Open.
4. When prompted to Select Bank Account, select the Create a new QuickBooks account.
5. Click Continue, then OK. 

 

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

 

Just in case, I'm adding these articles for future reference:

 

• Import and export data in QuickBooks Desktop
• Get started with Bank Feeds for QuickBooks Desktop
• Import/export CSV files

 

Feel free to leave a comment below if you need more help. I'm here for you. Have a great day!

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I have a slightly different question.  I am getting an error when trying to import a QBO file.

QB supports blames the bank...and guess what, the bank blames QB.  IMO, QB should step up and analyze the file...I have not been waiting a week.

So I am thinking of trying to convert a .CSV file from my bank.  I understand the QB has a plug in to do this. but I can't find it.  Any clue how to get it?

I know there are 3rd party apps, that is my next option.  This one looks the best, and you can try 10 trans for free. https://www.propersoft.net/products/transactions

@mguthrie 

You can also utilize the trial version of this app, including the SlickConnect

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

This software trial only allows you 10 transactions. Don't bother total waste of time!

Just wondering if you ever found a resolution to your problem.  I'm also just getting started with QuickBooks Desktop version, and I'm having the same issue.  One of my banks doesn't show up with the "Bank Feed" wizard, and the bank doesn't offer a .QOB file to download (only .CSV or .TXT).  I've scoured YouTube and the QuickBooks help articles, and there doesn't appear to be a good, easy solution.  I agree with many others on this questions.....very frustrating to pay so much for the Desktop version and then not be able to do a simple thing like import an Excel or .CSV format to just get started.  I really don't want to pay for another converting software system, but I also don't want to spend hours having to do manual entries at the very beginning.  Not a great way to start as a first-time customer. :(

I hear what you're feeling about the bank feed options, lrkeller07.

Since you've just started, I assume you don't have a lot of entries in QBDT yet. You might want to consider this process I'm going to share with you.

Our QuickBooks Online plans offer an option to import transactions using a CSV file. You can sign up for a QBO Plus trial and export your QBDT company file to it. Then, upload your transactions, categorize, and add them to your books. After that, export the QBO data back to QBDT and continue working on it. You don't have to do this moving forward, just right now, so you'll be able to upload your historical transactions.

Before moving your company file, please check the limitations:

• What to expect when you switch from QuickBooks Desktop to QuickBooks Online
• Limitations when you convert from QuickBooks Online to QuickBooks Desktop

Here's are your references when you move your data from one platform to another:

In QBDT:

• Back up your QuickBooks Desktop company file

• Move your QuickBooks Desktop file to QuickBooks Online

In QBO:

• Sign up for QBO Plus - Choose the Try it for 30 days radio button
• Format CSV files in Excel to get bank transactions into QuickBooks
• Categorize and match online bank transactions in QuickBooks Online
• Export your QuickBooks Online data to QuickBooks Desktop

I'm just around if you have any other questions about handling your transactions. Take care and have a good one!