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Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

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Replying to:
Adrian_A
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Hi Ants1d,

 

Aside from the suggestion by Fiat Lux - ASIA, you can visit our Apps page, which has list of application that can convert your file to CSV.

 

Once converted, ensure that you have set up the correct format. Afterward, you're good to upload the transactions.

 

Let me walk you through the steps:

 

  1. From the Banking tab, select Banking.
  2. Click the Link account drop-down, select Upload from file.
  3. Click Drag and drop or select files.
  4. Select the file.
  5. Click Open.
  6. In the QuickBooks account dropdown, select the account you want to upload the transactions into. 
  7. Select Continue.
  8. Follow the onscreen steps to match the columns on the file. 
  9. Click Continue.
  10. Select the transactions you would like to import. Then select Continue.
  11. Click Yes
  12. Select Done.

 

From there, you can match and categorize them. These references will helo you achieve this task:

 

 

You can always get back to this thread whenever you have concerns in categorizing transactions.

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