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October 26, 2023
Question

how to import bank transactions of a specific period through bank feeds feature

  • October 26, 2023
  • 2 replies
  • 0 views

If I want to import bank transactions of a specific period, is it possible through bank feed feature. I am using desktop pro Canadian version and bank feed feature in Canadian version is different from US version.

2 replies

October 26, 2023

Hey there Munir1,

 

It's always a pleasure to see you in the Community! QuickBooks Desktop is a dynamic program that can help you keep track of your finances. I would be happy to provide some information.

 

At this time, when downloading bank feed transactions in QuickBooks Desktop, the option to chose a specific period when importing bank transactions isn't available. I recommend looking into third party data migration apps. 

 

I can see how being able to chose a specific date would be beneficial for you. I encourage you to leave Feedback for our developers. These comments are viewed and considered as they create new features and updates for QuickBooks.

 

Feel free to reach back out to us if you have any other questions. We're here to help!

October 27, 2023

@Munir1 

You can use the converter tool (e.g csv2qbo) as a workaround. It's a one time license.

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