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RoseJillB
QuickBooks Team

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Thank you for joining the thread, @knapiks. I’ll help you with your concern about importing transactions into QuickBooks Desktop (QBDT).

 

Making sure that all transactions are imported is important to avoid problems when it’s time to reconcile them. Also, we can keep track of accurate data if we obtain the complete records or transactions.

 

To start with, you can check if there are changes with your bank on how they support QuickBooks Desktop. If there is, the bank will notify you. To check, you’ll need to sign in to your bank’s website and check your messages. Look for any requests for access and approve them according to their guidelines.

 

If there’s none, then you can proceed to Step 4: Switch banking modes. In QuickBooks Desktop, there are three bank feed modes to choose from. Each option presents and manages transactions in your bank feeds in a unique way. You can refer to this article for a detailed guide and additional troubleshooting steps.

 

Furthermore, you can check out this article to learn what are the file lists and transaction type that you can import into QuickBooks Desktop: Import and export data in QuickBooks Desktop.

 

Let me know if you have further questions about transactions by replying to this thread. Stay safe!

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