Question

Trouble Importing Transactions via CSV File

Forum|Forum|1 year ago
January 29, 2025
3 replies
0 views

Hello! We are using a new credit card software that enables us to export data into a CSV file, so that we can import it into Quickbooks. I know QBO allows you to upload a CSV file for transactions, but Quickbooks Desktop does not. Does anyone have any information on how best to do this, or any softwares to use to aid in the process? Thanks!

QuickBooks Desktop

J

JamesM4

Hello SCQF,

Thanks for reaching out to us here. QuickBooks is a versatile program that helps you streamline your accounting with ease. I'll be happy to steer you in the right direction so you can get back to doing what you enjoy.

Based on what you've described, I see you benefiting more by looking into third-party apps on our site desktop.apps.com. I recommend choosing an app that suits your business needs based on the app description/reviews.

Let me know if you have other questions. I'll be on standby.

S

SCQFAuthor

Do you have any good recommendations of apps to use? We were recommended "Propersoft" - any suggestions?

T

Trish_T

Hi SCQF,

It's important to update your QuickBooks Desktop product to the latest release, to take advantage of the most recent updates and product features.

Touch back with us if you have other questions. We're here for you!

C

Chrea

@SCQF

Which QB Desktop year version do you have?

S

SCQFAuthor

We have the 2021 version

T

Trish_T

Hi SCQF,

QuickBooks Desktop provides multiple options for importing your transactions. To import a list in the CSV format, you need to install the QuickBooks Import Excel and CSV toolkit.

Should you require additional assistance, I recommend contacting our QuickBooks Desktop specialists here.

If you have any other questions, please feel free to reach back out. We would be happy to assist!

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