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Advanced_User
Advanced_User
September 30, 2021
Question

Manual import of non QBO file

  • September 30, 2021
  • 2 replies
  • 0 views

My client uses QB DeskTop Pro.

Upon attempting to manually import a bank feed through the Banking menu, there is no option for any non-QBO file. There's no selection for CSV, QIF, PDF or Excel. Renaming any of these to QBO doesn't work either.

Please advise.

2 replies

E
EmmaM
September 30, 2021

Hello Advanced User, When downloading from the bank itself is there a web connect/qbo option? What version of desktop pro is it you are using for example is it 2021 and the UK version?

Fiat Lux - ASIA
Fiat Lux - ASIA
September 30, 2021

@Advanced_User 

If your client is using QBD 2019-2021, utilize this converter app.

https://www.moneythumb.com/?ref=110

 

Otherwise, prepare your bank statement data in XLS/CSV format and utilize one of these importer tools

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

 

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