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edwood007
Level 2

Why, why why can't Quickbooks Desktop import bank CSV files soo frustrating

Online version is simple:

https://quickbooks.intuit.com/learn-support/en-us/bank-transactions/import-bank-transactions-from-cs...

 

QBO file works but it's nice to edit a csv file especially the description first before importing to QuickBooks. I have the desktop version do I need to change to the online version?

 

I got to tell you this is very frustrating not being able to importing a bank csv file.. 

8 Comments
JonpriL
Moderator

Why, why why can't Quickbooks Desktop import bank CSV files soo frustrating

I wish I could make it better, @edwood007.

 

As of the moment, there isn't an option to upload a CSV file of your bank transactions in QuickBooks Desktop.

 

In the meantime, let's consider uploading them using a web connect file. By doing so, you can easily map your transactions concerning the system requirements in QuickBooks Desktop.

 

On that same page, here's an article you can read to learn more about uploading your bank transactions: Import Web Connect (.qbo) files.

 

But don't worry, I'll submit your request to our product developer so they may include the ability to import bank transactions with CSV files in the future improvements.

 

In the same manner, I've also included this reference for a compilation of articles you can use while working with us: Banking for QuickBooks Desktop.

 

If there's anything else that I can help you with, please let me know in the comments below. I'll be here to lend a hand.

edwood007
Level 2

Why, why why can't Quickbooks Desktop import bank CSV files soo frustrating

Hi @JonpriL ,

 

Thank you for the reply. I totally understand the QBO file  process the issue with that is you are not able to edit the name or description to simplify it if I can run it into Excel tighten up the descriptions then import into qb it would be sooo much easier.  Honestly its easier for me to hand enter 128 transactions than to do the qbo file import. 

 

For example my QBO file has a ton of names like this and I can easily take out the "ELECTRONIC WITHDRAWAL" portion of the name and import to Quickbooks.

 

ELECTRONIC WITHDRAWAL ADP Tax
ELECTRONIC WITHDRAWAL ADP PAY-BY-PAY
ELECTRONIC WITHDRAWAL ADP WAGE PAY
ELECTRONIC WITHDRAWAL AUTHNET GATEWAY
ELECTRONIC WITHDRAWAL ADP PAYROLL FEES

 

and make it look like this, besides the fact that you can't see the right portion of a long name in qb import of a qbo file:

 

ADP Tax
ADP PAY-BY-PAY
ADP WAGE PAY
AUTHNET GATEWAY
ADP PAYROLL FEES

 

and the memo portion is worse it looks like this!:

 

Download from usbank.com. 9142
Download from usbank.com. Square Inc
Download from usbank.com. Square Inc
Download from usbank.com. 1823
Download from usbank.com. CYBERSRC
Download from usbank.com. AUTHNET GATEWAY
Download from usbank.com. 1823
Download from usbank.com. ADP Tax
Download from usbank.com. ADP PAY-BY-PAY
Download from usbank.com. ADP WAGE PAY
Download from usbank.com. AUTHNET GATEWAY
Download from usbank.com. ADP PAYROLL FEES

 

where as I would remove in Excel "Download from usbank.com".

 

 

There are post of this issue back to 2018 with frustrated users as myself so I don't think QB has the intentions of fixing this anytime soon.  So do  scrap the desktop version and go to the online version of QB?  I just need to move on vs spending hours figuring this out.

 

Thanks,

Ed

 

Fiat Lux - ASIA
Level 15

Why, why why can't Quickbooks Desktop import bank CSV files soo frustrating

@edwood007 

Utilize the trial license of this converter app

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

 

edwood007
Level 2

Why, why why can't Quickbooks Desktop import bank CSV files soo frustrating

Is it easier to use QB online vs having to use 3rd party software?

MaryLandT
QuickBooks Team

Why, why why can't Quickbooks Desktop import bank CSV files soo frustrating

Let me share how you can move bank files to QuickBooks, edwood007.

 

In QuickBooks Desktop, you can import bank transactions using .qbo or IIF files. While the Online version supports a .csv template.

 

It's easy to import the CSV file in QuickBooks Online since you can upload with either the following 3-column or 4-column format. To learn more about this, check out this article: Format CSV files in Excel to get bank transactions into QuickBooks.

 

If you also need to import other data, this link provides instructions and detailed steps: Move your lists to QuickBooks Online.

 

If you need to switch to QuickBooks Online, I've added this article to know what you need to prepare: Move your QuickBooks Desktop file to QuickBooks Online.

 

Let me know if you need further assistance with QuickBooks. Just leave a comment below, and I'm always right here to help you.

Fiat Lux - ASIA
Level 15

Why, why why can't Quickbooks Desktop import bank CSV files soo frustrating

@edwood007 

It will depend on the file format your bank can offer.

edwood007
Level 2

Why, why why can't Quickbooks Desktop import bank CSV files soo frustrating

 

Thank you, I went with your suggestion and got all the Checking info imported.  Thank you.   I used the same method for Credit Card info and now I get this popup window:

 

  • You are trying to upload the web connect file with an account type that Quickbooks does not support. Please contact your financial institution for details.

 

I looked up some fixes and switched to Classic Mode but same issue persist.  

 

 

 

 

 

 

edwood007
Level 2

Why, why why can't Quickbooks Desktop import bank CSV files soo frustrating

I got it figured out. 


@Fiat Lux - ASIA wrote:

@edwood007 

Utilize the trial license of this converter app

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

 


 

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