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MarkAngeloG
QuickBooks Team

import Excel file into desktop quickbooks

Hello there.

 

In QuickBooks Desktop, two ways to import your credit card statements are using Direct Connect and Web Connect. Direct Connect allows you to download your bank transactions to QuickBooks automatically. Web Connect is a manual way to import your transactions into QBDT.

 

Regardless of what method you're using, both methods will need to go through Bank Feeds. If you don't have the Bank Feeds option available, you can consider using third-party apps to import your credit card statements into your QuickBooks Desktop.

 

You can also learn how to set up your bank accounts for Bank Feeds in QuickBooks Desktop so you can download your bank transactions automatically.

 

Please leave a reply below if you have additional questions about importing credit card statements in QuickBooks Desktop. I'd gladly assist you anytime.

4Gal
Level 11

import Excel file into desktop quickbooks

@welldoc71 

Which QB Desktop year version do you have? 2020 or newer?

AdvocateOne
Level 1

import Excel file into desktop quickbooks

QB 2024.  Doesn't matter.  Still can't import transactions using simple .csv files.  It's ridiculous.  We pay good money on subscription basis now, and simple functionality is missing in desktop version.

4Gal
Level 11

import Excel file into desktop quickbooks

@AdvocateOne 

If you don't want to use the importer tool to work with QBD Pro/Premier, the feature is available in QBD Accountant and Enterprise. You can purchase a new license through partners to get a perpetual discount for renewals.

https://quickbooks.intuit.com/learn-support/en-us/help-article/accountant-features/accountant-tools-...

 

AldritchM
QuickBooks Team

import Excel file into desktop quickbooks

Hi there, @AdvocateOne.

 

I'd recommend getting in touch with our customer care team. In this manner, a representative can go into your account in a secure setting and look into this matter.

 

Here's how:

 

  1. Power up QuickBooks.
  2. Find Help, then Click QuickBooks Desktop Help/Contact Us.
  3. Click Help us.
  4. Provide a brief description of your concern, then select Continue.
  5. Sign in to your Intuit account.
  6. Select to chat with us or Have us call you.

 

Please don't hesitate to reach out if you've got other inquiries, such as invoices and banking. I'm just one post away.

AdvocateOne
Level 1

import Excel file into desktop quickbooks

Thanks for the suggestion, but I've tried.  If Intuit truly cared about this issue, they would just fix it, rather than suggest we contact "customer care" who really care, but have no ability to fix the issue.

AdvocateOne
Level 1

import Excel file into desktop quickbooks

LOL

AdvocateOne
Level 1

import Excel file into desktop quickbooks

What "importer tool" do you recommend?

4Gal
Level 11

import Excel file into desktop quickbooks

@AdvocateOne 

You can check TP Importer. It's $199 one time license

https://get.transactionpro.com/qbd

 

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