How can I manually import bank records from a CSV or Excel file into QB so I don't have to pay for online banking?

hekijj · ‎December 10, 2018

I need to import transactions from my checking account into Quickbooks. My bank charges a monthly fee for connecting to QB, but I can download my banking history in CSV for free. I can't figure out how to import that data into the banking area of Quickbooks.

Also, I cannot figure out how to "enable" a bank account in Quickbooks without setting up online banking. How can I do this?

Thank you!
Jason

Anonymous · ‎December 10, 2018

Thanks for the mention. Yes, you can import your bank activity directly into your register using an IIF file created by the IIF Transaction Creator

SkinnyRaven · ‎December 10, 2018

You'll need a 3rd party app to convert the cdv file. Do a Google search for Big Red Consulting and/or look at this converter, http://statementconverter.com

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How can I manually import bank records from a CSV or Excel file into QB so I don't have to pay for online banking?

How can I manually import bank records from a CSV or Excel file into QB so I don't have to pay for online banking?

How can I manually import bank records from a CSV or Excel file into QB so I don't have to pay for online banking?

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