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jb9990
Level 1

How can I upload 2023 transaction susing the bank feeds on desktop

I'm trying to download transactions to desktop quickbooks but my bank does not have web connect files. How can I down load 2023 transactions to desktop quickbooks?

5 Comments 5
Erika_K
QuickBooks Team

How can I upload 2023 transaction susing the bank feeds on desktop

It's great to see a new member joining the QuickBooks Community forum, jb9990. Let's collaborate so you can import your financial information into QuickBooks Desktop (QBDT). 

 

Web Connect enables us to upload financial transactions directly from your bank or financial institution into your accounting software. This eliminates the need to enter transaction details manually, saving time and reducing errors. As part of this process, you'll require QuickBooks Web Connect files to download your bank data via Bank Feeds. Since your bank doesn't offer this specific document, I'd suggest contacting them for further assistance. 

 

In the meantime, we can also use third-party applications to convert your file so you can import it into QuickBooks. You can explore different apps via the QuickBooks Marketplace.

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Additionally, you can browse this article to learn more about leveraging Web Connect functionality, streamlining your accounting processes, improving data accuracy, and gaining better insights into your business finances: Download bank feed transactions in QuickBooks Desktop

 

Visit us again if you have additional questions about importing bank transactions into QBDT, jb9990. We're here to support you every step of the way. We always have your back.

4Gal
Level 11

How can I upload 2023 transaction susing the bank feeds on desktop

@jb9990 

What file format does your bank provide? e.g csv, pdf

jb9990
Level 1

How can I upload 2023 transaction susing the bank feeds on desktop

csv and pdf

jb9990
Level 1

How can I upload 2023 transaction susing the bank feeds on desktop

they have csv and pdf options

4Gal
Level 11

How can I upload 2023 transaction susing the bank feeds on desktop

@jb9990 

You can use csv2qbo converter tool. It's $60 one time license.

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

 

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