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To create positive pay files directly from your QuickBooks Desktop company file, use our BRC PositivePay file Creator - QB Desktop app. It supports well over 100 bank file formats and you can create your own custom file formats as well, both CSV ad TXT.
Hi rweber,
You can import bank transactions into QuickBooks Desktop. From there, checks issued will be uploaded and generated in your register.
Beforehand, install the QuickBooks Import Excel and CSV toolkit. This toolkit contains a manual guide. I'll show you how.
Then, follow the steps in in this article to import the CSV file: Import/export CSV files. This link provides other data types you can import into QuickBooks.
You may want to check this link in case you want to connect your bank account with QuickBooks: Get started with Bank Feeds for QuickBooks Desktop. This helps speed up you work as this feature automatically downloads your transactions into the system.
Leave a comment below if you have any other concerns. We'll be here to keep helping. Stay safe and have a good day.
This is my issue as well...but i cannot find the QuickBooks Import Excel and CSV toolkit.
I have Desktop Pro 2020 and for the life of me i cannot find any reference to a "File Download"
Is it in the program or do you have to go a website to get ?
You'll have to download the tool kit file, Juice.
This file will automatically route you to the QuickBooks_Import_Excel_and CSV.exe window. Once downloaded, you'll have to choose which folder you'd want it to be saved. Let me guide you with these details:
You can also use these screenshots as your visual guide:
Feel free to browse these articles on what data are to be exported and imported:
You always have me if you have questions when exporting or importing the data.
To create positive pay files directly from your QuickBooks Desktop company file, use our BRC PositivePay file Creator - QB Desktop app. It supports well over 100 bank file formats and you can create your own custom file formats as well, both CSV ad TXT.
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