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BK Mtl
Apr 21, 2024 10:32 PM UTC
Question

I have Quickbooks-pro desktop version. How can I import a csv or xls file of transactions in my banking or credit card accounts?

I have Quickbooks-pro desktop version. How can I import a csv or xls file of transactions in my banking or credit card accounts?

    6 replies

    4Gal
    Apr 22, 2024 3:13 AM UTC

    Which QB Desktop year version do you have?

    BK MtlAuthor
    Apr 22, 2024 4:00 AM UTC

    I have the 2021 desktop version Desktop Pro.

    4Gal
    Apr 22, 2024 4:16 AM UTC

    You can use an importer tool. It's a $199 one time license.

    https://get.transactionpro.com/qbd

     

    CC1701
    Apr 3, 2025 5:14 PM UTC

    It is ridiculous that Intuit cannot put this feature in QB Desktop to allow a CSV import.  They have this feature in QB Online.

     

    I'm paying a subscription fee for QB Desktop and it doesn't have this feature and no, I am not going to migrate to QB Online.  It doesn't suit my needs.

     

    Customers should not have to buy a third party program to convert CSV to QBO.  Intuit should be putting this feature into the program.

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