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Rickerby3
February 2, 2019
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Importing qif files or method to convert to other files

  • February 2, 2019
  • 1 reply
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    Best answer by MarsStephanieL

    The file can be downloaded as an Excel file.  What do we do with it once we have it in Excel?  Thank you!


    Glad to see  you here, @CoastalLinenSupply.

     

    I'd be happy to help you with what to do after exporting the bank transactions from your bank into an Excel file.

     

    Since QuickBooks accept .CSV (Comma-separated values) for bank transactions, you may convert your excel file. Before that, you may consider checking this format:

     

     

    Once done applying the format in the Excel spreadsheet, select the File menu. I'll show you the steps below:

     

    1. Click Save As. 
    2. Choose the file location where it's easy to find it such as Downloads or Desktop.
    3. Ensure that the file extension is .csv  by choosing the File type to .CSV (Comma-separated values.)
    4. Close the spreadsheet. This is how it looks like:

     

    That's it! You can now import your bank transactions to QuickBooks Online. To know more about the process, check out this article: Import bank transactions from .CSV to QuickBooks.

     

    I've added this article for your future task when you're ready to track your bank transactions: Categorise and match online bank transactions in QuickBooks Online. This contains steps on how you can link your QuickBooks transactions to your bank, then proceed to the reconciliation process.

     

    You're always welcome to tag my name in the comment section if you need further assistance. It would be my pleasure to guide you. Wishing you more profits in your business!

    1 reply

    R
    Rickerby3Author
    February 2, 2019

    I am trying to download my bank statements from my bank and the format is either qif files or a file not accepted by qbo. Any idea how to convert qif files to a format qbo will accept. 

    Kristine Mae
    Kristine Mae
    February 2, 2019

    Hey there, Rickerby3.

     

    You can try to save the .qif file, rename it to .qbo, and import. If you're not able to do it, you can find converters on the web.

     

    Once done converting, here's how to import the file:

    1. Click Banking, then choose Banking.
    2. Click Upload transactions manually or click the Update drop-down arrow, then choose File upload.
    3. Click Browse, then choose the file.
    4. Click Next, choose the bank account, then click Next.
    5. Map the accounts.
    6. Click Let's go! or Finish. 

    You can also import bank transactions using CSV file.

     

    Let us know if you need more help. We'll check your post from time to time.  

     

    V
    VinceJ
    July 25, 2019
    This hasn't worked for me. Santander only allow txt, qif, or xls or PDF downloads. Can you tell me which converters on the web QB recommend for a Mac.. I don't want to buy software that is still incompatible with Intuit
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