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lenaraiwa
Mar 2, 2020 9:46 AM UTC
Question

direct importing bank transactions from a CSV file

Hello,

 

I am trying to get started with QB Desktop and I need to import 2 years of banking data(4 columns- date, name, debit, credit) that I have as a CSV file, but all the online help I see is for QB online only.  How do I go about importing the data for my accounts? 

 

Thank you in advance!

17 replies

katherinejoyceO
katherinejoyceO
Mar 2, 2020 10:23 AM UTC

Welcome to the Community, @lenaraiwa. The supported file when importing bank transactions in QuickBooks Desktop is (.qbo) file. 

 

Here's how to download web connect files:

 

  1. In the File menu, choose Utilities, then Import.
  2. Click Web Connect Files. 
  3. Locate the QBO file you saved, then Open.
  4. When prompted to Select Bank Account, select the Create a new QuickBooks account.
  5. Click Continue, then OK. 

 

Once done, go to the Bank Feeds Center to review your transactions. For additional information on this process, check out this article: Import web connect (.qbo) files.

 

Just in case, I'm adding these articles for future reference:

 

 

Feel free to leave a comment below if you need more help. I'm here for you. Have a great day!

lenaraiwaAuthor
Mar 12, 2020 8:27 AM UTC

Hi, thanks for the answer but this doesnt really cover my question, my bank doesnt support quickbooks format,so I need to use excel. I have found several explanations for this for quickbooks online, but none for desktop. I am looking for something like this for desktop- quickbooks online csv import 

    Fiat Lux - ASIA
    Fiat Lux - ASIA
    Mar 12, 2020 9:30 AM UTC

    @lenaraiwa 

    If you are a newbie to IIF, you may utilize a 3rd party XLS/CSV importer tool

    https://transactionpro.grsm.io/qbd

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

     

    Hope it helps.

     

    BigRedConsulting
    BigRedConsulting
    Mar 2, 2020 8:05 PM UTC

    I doubt there is a way using a CSV file (I have heard there isn't.)

     

    Instead, you can convert the CSV file to an IIF file for import.  Use our BRC IIF Transaction Creator  to convert the file to bank checks and deposits for import into your bank register.

    Fiat Lux - ASIA
    Fiat Lux - ASIA
    Mar 3, 2020 3:51 AM UTC

    @lenaraiwa 

    You may import them as Bank Statement by using a 3rd party tool. But you have to assign an "Account" for each transaction (e.g Utilities: Telephone, Product Sales) as one o the mandatory field.

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