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Buy nowLong story short, I am trying to create a clean set of books for 2021. This is for financial purposes only and I am on a cash basis, so I don't need the invoices themselves.
I need to import my bank activity, as well as two credit cards
Being that I am going to be keeping it simple, I will have as few accounts as possible (income, draws, costs of good sold, payroll, expenses and maybe a liability payment for purchased vehicles).
I am looking at about 4000 transactions total, is there a way for me to write in the csv file which each category each account goes to, that way I can import it directly without having to manually select it?
If it makes a difference, I am running quickbooks 2021 accountant edition.
Thank you
You can prepare your data in CSV/XLS format and utilize one of these importer tools
https://transactionpro.grsm.io/qbd
https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2
Hi there, @davidmatyas.
I agree with Fiat about utilizing the third-party application if you need to import a large amount of data into Intuit QuickBooks. So there's no need to waste time doing it manually.
You can visit this link to find the best importer tools for your company: https://desktop.apps.com/home.
You can also download and install QuickBooks Import Excel and CSV toolkit to import a list in the CSV format.
Here's how:
Check out this article for your additional reference: Import/export CSV files.
I'll be here if you need anything else. Have a great day!
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