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Replying to:
MariaSoledadG
QuickBooks Team

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Importing bank transactions is so easy in QuickBooks Desktop for Mac, oadslug.

 

You'll have to use the WebConnect feature to allow you to download bank transactions from your financial institution. Please follow the steps below.

  1. Select Website.
  2. Find the download area for your account.
  3. Download a statement to your computer.
  4. In QuickBooks, open the Downloaded Transactions window and select the Import File icon to import your statement.
  5. For each downloaded account, select a matching QuickBooks account from the Store in the QuickBooks Account menu. Choose Continue.
  6. After QuickBooks finished importing transactions, choose OK. QuickBooks displays the transactions in the Downloaded Transactions window.

Once done, import the transactions to QuickBooks.

  1. Go to Banking, then select Downloaded Transactions.
  2. Choose Import File.

I've included this article in case you'll want to add and match transactions: Set Up And Use Online Banking (Mac).

 

Fill me in if you need further help. We'll always be right here to assist you.

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