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dsmann420-gmail-
Level 1

Can I transfer my Branch Banking & Trust checking acct statements into quickbooks desktop pro 2020? They only download as a pdf file

 
5 Comments 5
GlinetteC
Moderator

Can I transfer my Branch Banking & Trust checking acct statements into quickbooks desktop pro 2020? They only download as a pdf file

Thanks for reaching out to the Community, dsmann420-gmail-.

 

In QuickBooks, you can import lists using Excel or CSV file format. If your bank supports WebConnect, then you can import it to QuickBooks Desktop. Let me show you how to accomplish it:

  1. From the File menu, go to Utilities.
  2. Click Import, then choose Web Connect Files.
  3. Choose the QBO file, then click Open.
  4. When prompted to choose bank account, choose Use an existing QuickBooks account if the account is already set up or Create a new QuickBooks account if it's not yet added.
  5. Click Continue.
  6. When you see a window telling you that the data has been successfully read, click OK.

Once done, go to the Banking Feeds and check the transactions.

 

Here are some articles you can check for additional reference:

Please let me know how it goes. I want to make sure you're able to import your bank statements in QuickBooks.

gulfcentralacolga1
Level 1

Can I transfer my Branch Banking & Trust checking acct statements into quickbooks desktop pro 2020? They only download as a pdf file

Hello, I have QuickBooks desktop pro plus 2024. I am trying to upload my bank statements into QuickBooks and would like to know is there a tutorial step by step I can follow online or if I have to pay for one? It would be helpful for me to see how it is done rather than following up the steps it never works for me. 

gulfcentralacolga1
Level 1

Can I transfer my Branch Banking & Trust checking acct statements into quickbooks desktop pro 2020? They only download as a pdf file

Hello; I have QuickBooks desktop 2024 and I am trying to upload my bank statements files into QuickBooks but following the step-by-step instructions is not helping. Is there a tutorial class I can take so I can see how it is done instead of the step-by-step instructions?  Thanks in advance for your help on this.

RoseJillB
QuickBooks Team

Can I transfer my Branch Banking & Trust checking acct statements into quickbooks desktop pro 2020? They only download as a pdf file

I appreciate you for joining this thread, gulf. I'll help you get assistance with uploading bank statements in QuickBooks Desktop (QBDT).

 

In the Community, we have available resources about uploading your bank statements or transactions via WebConnect that can completely guide you through the process. However, these resources are through articles and not video tutorials. Since you prefer to see how it should be performed, I recommend contacting our Customer Care Team as they have the ability to do a screen sharing with you and guide you in a secure setting.

 

Please refer to the steps below to get in touch with our support team:

 

  1. From your QuickBooks Desktop account, click the Help menu at the top.
  2. Click the QuickBooks Desktop Help menu and select Contact Us.
  3. Provide information about this concern in the search box, then select Continue.
  4. Sign in to your Intuit account and tap Continue. Afterward, select Continue with my account.
  5. Please enter the code that will be sent to you via email and select Continue.
  6. From there, could you select how you want to connect with us? It’s either to chat with us or Have us call you.

 

On the other hand, you can refer to this article for their support hours and schedules to contact them at your convenience. This article also includes their contact number at the bottom of the page: Contact QuickBooks Desktop support.

 

Additionally, if you still prefer to take classes or training about managing your bank feeds, you can enroll in one of our programs: QuickBooksTraining.com

 

Furthermore, I'll add this article for your reference from uploading entries down to reconciling your account to keep your records accurate and avoid discrepancies in the future: 

 

 

Keep me posted if you have additional queries about bank feeds or any QuickBooks-related concerns. I'm always here to lend an extra hand for help. Take care!

4Gal
Level 11

Can I transfer my Branch Banking & Trust checking acct statements into quickbooks desktop pro 2020? They only download as a pdf file

@gulfcentralacolga1 

Is your bank statement in PDF format?

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