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davidmatyas
Level 3

Bulk importing transactions via csv

Long 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 

2 Comments 2
Fiat Lux - ASIA
Level 15

Bulk importing transactions via csv

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

 

ChristineJoieR
QuickBooks Team

Bulk importing transactions via csv

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:

 

  1. Open the file download window for the toolkit, then select Save.
  2. Go to your Windows Desktop, then Save.
  3. Double-click QuickBooks_Import_Excel_and_CSV.exe on your Windows desktop to open the WinZip Self-Extractor window.
  4. Select Browse, choose the folder where you want to install the toolkit (such as your Desktop), then OK.
  5. Select Unzip to extract the contents, and then select Close to close the WinZip Self-Extractor window.
  6. Open the QuickBooks Import Excel and CSV folder from the location you selected in step 4.

 

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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