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Is it possible to import transactions from my bank which are in .CSV format into the check register into QB Desktop 2020 Pro. Is this possible?
Thanks,
Matt
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:
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:
Also, read these guides to learn more about import or export information with QuickBooks Desktop:
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.
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