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Welcome2Solutions Forum >> Main Forums >> General Discussion >> How to import banking transactions into QuickBooks?
How to import banking transactions into QuickBooks?
Author Topic


Join Date: 2.3.2020
Posts: 1
Location: USA

Posted: 2.3.2020 11:48:32

When importing banking transactions, you need to prepare your .CSV file. Once the file is prepared, you can follow the steps below to import the transactions:
• Open the Banking menu and then select File Upload.
• Browse your computer and select the .CSV file.
• Click ‘Open’ and then press Next.
• Select the required account from the Account drop-down menu.
• Please choose the date format as it is shown in your .CSV file.
• Go to the ‘Description and Amount’ fields and enter the data.
• Check the transactions in your .CSV file and make exclusions.
Once you checked all the data, press ‘Yes’ to import the transactions. In case you need help completing the step mentioned above, you can call the QuickBooks customer service number and ask for additional technical assistance.


Forum Superstar

Join Date: 11.6.2020
Posts: 620

Posted: 3.4.2021 7:17:16

Sign in to your bank and download the transaction as . ...
Then, in your QBDT. ...
Select Utilities then Import and then click Web Connect Files.
Click the . ...
Select your bank account.
Click Continue.
You should see a dialogue box telling you that the data has been successfully read into QuickBooks and select OK.

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