Skip to main content
O
Opash
June 28, 2019
Question

Hey, I have just got QB Pro 2019 and I am desperate to upload my bank statements from Jan. I am missing the "Banking" Tab, which should assist in uploading CSV File of my bank statement. Is it possible to do the upload and if yes, how do I go about i

  • June 28, 2019
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

AlcaeusF
AlcaeusF
June 28, 2019

Greetings, @Opash.

 

Are you referring to uploading/downloading your bank transactions (WebConnect files) to QuickBooks Desktop (QBDT)? If so, yes, it's possible to do that! Let me show you how:

 

1. Open QuickBooks, then go to the File menu at the upper left.
2. Pick Utilities, then Import and Web Connect Files.


3. Select the file you saved, then Open.
4. When prompted to Select Bank Account, pick:

  • Use an existing QuickBooks account if the account you are importing the transactions into is already set up in QuickBooks.
  • Create a new QuickBooks account if the account you are importing the transactions into is not yet in QuickBooks. Type a name.

5. Click Continue.
6. Once done, hit OK.

 

After that, go to the Bank Feed Centre to review the transactions. This can be done by clicking the Banking menu at the top, then choosing Bank Feeds and Bank Feeds Center.

 

That should point you in the right direction. For additional information, consider checking out this article: Download Bank Feed transactions.

 

Keep me posted on how it goes or if you're referring to something else. I'm always here to help. Cheers!

O
OpashAuthor
July 9, 2019
@AlcaeusF wrote:

Greetings, @Opash.

 

Are you referring to uploading/downloading your bank transactions (WebConnect files) to QuickBooks Desktop (QBDT)? If so, yes, it's possible to do that! Let me show you how:

 

1. Open QuickBooks, then go to the File menu at the upper left.
2. Pick Utilities, then Import and Web Connect Files.


3. Select the file you saved, then Open.
4. When prompted to Select Bank Account, pick:

  • Use an existing QuickBooks account if the account you are importing the transactions into is already set up in QuickBooks.
  • Create a new QuickBooks account if the account you are importing the transactions into is not yet in QuickBooks. Type a name.

5. Click Continue.
6. Once done, hit OK.

 

After that, go to the Bank Feed Centre to review the transactions. This can be done by clicking the Banking menu at the top, then choosing Bank Feeds and Bank Feeds Center.

 

That should point you in the right direction. For additional information, consider checking out this article: Download Bank Feed transactions.

 

Keep me posted on how it goes or if you're referring to something else. I'm always here to help. Cheers!

@AlcaeusF wrote:

Greetings, @Opash.

 

Are you referring to uploading/downloading your bank transactions (WebConnect files) to QuickBooks Desktop (QBDT)? If so, yes, it's possible to do that! Let me show you how:

 

1. Open QuickBooks, then go to the File menu at the upper left.
2. Pick Utilities, then Import and Web Connect Files.


3. Select the file you saved, then Open.
4. When prompted to Select Bank Account, pick:

  • Use an existing QuickBooks account if the account you are importing the transactions into is already set up in QuickBooks.
  • Create a new QuickBooks account if the account you are importing the transactions into is not yet in QuickBooks. Type a name.

5. Click Continue.
6. Once done, hit OK.

 

After that, go to the Bank Feed Centre to review the transactions. This can be done by clicking the Banking menu at the top, then choosing Bank Feeds and Bank Feeds Center.

 

That should point you in the right direction. For additional information, consider checking out this article: Download Bank Feed transactions.

 

Keep me posted on how it goes or if you're referring to something else. I'm always here to help. Cheers!

 

R
Ryan_M
July 9, 2019

Hi @Opash,

 

Let me suggest an alternative way of uploading your CSV file. We'll need to to install the QuickBooks Import Excel and CSV toolkit first.

 

Here's how:

  1. Open the file download window for the toolkit.
    • If you're using Google Chrome, it will automatically run the file and install the toolkit.
  2. If you have a different browser, locate the file you've downloaded and run it.
  3. Select Browse, choose a location where you want to install the toolkit (such as your Desktop), then OK.
  4. Select Unzip to extract the contents, and then click Close to close the WinZip Self-Extractor window.
  5. Go to the location you've selected in step 3 to open the QuickBooks Import Excel and CSV folder.

The folder located on step 5 contains the Import from Excel and CSV Manual. It's a PDF document with instructions on how you can use the toolkit to import your CSV file to QuickBooks.

 

Once you're done and you want to reconcile your bank account, take a look at this article: Reconcile bank and card accounts in QuickBooks Desktop.

 

I'll be here to answer any other questions you might have. Leave them in the comments below and I'll get back to you.

Terms & ConditionsAccessibility statement