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Sep 26, 2021 6:58 PM UTC
Question

bank transactions are not importing to quickbooks

Hi,

I have desktop pro 2017, I used to import my monthly bank transactions to quickbooks do my book keeping, now its not allowing me, I downloaded the updates but still not allowing me to do so, what should I do?

1 reply

Fiat Lux - ASIA
Sep 27, 2021 3:49 AM UTC

Your QB Desktop 2017 is outdated and the bank feeds feature is disabled. Consider purchasing a one time (outright) license of QB Desktop 2021 to upgrade your file. Otherwise, prepare your data with the following template  

Bank AccountTransaction DatePayeeChk No.AccountAmountMemoClassBillableBillable Entity
Checking01/09/2020AT&T123Utilities:Telephone-100Check Payment N 
Checking02/09/2020Jane Doe141Product Sales150Deposit N 

 

then utilize one of these importer tools

https://transactionpro.grsm.io/qbd

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