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T
Tolik
January 25, 2024
Question

EFS Integration

  • January 25, 2024
  • 2 replies
  • 0 views

Good morning Everyone,

 

I want to import a bulk of transactions ( downloaded from EFS account as a CSV file) into Quickbooks Online. When I visited "Import" section, it asks for me different options like Bank, Customer, Vendors etc. I have tried to import those through "Bank" option but no luck.

Therefore, how can I import these ? As I know, there is no integration between Quickbooks Online and EFS (Wex Company).

2 replies

M
MAnneJ
January 25, 2024

Hello there, @Tolik. Allow me to clarify things when importing data into QuickBooks Online (QBO).

 

The data we can import through a CSV file are payments and deposit transactions only.  Since you want to import bulk transactions from EFS as a CSV file, I'd suggest looking for a third-party application. However, if you have a specific bank for EFS entry then you may proceed to manually upload the transaction using the correct format. 

 

Here's how

 

The 3-column format has a Date, Description, and Amount column.

 

The 4-column format has a Date, Description, Credit, and Debit column. 

 

Additionally, I've added this helpful article for you to check if you're not able to import using CSV in QBO: Common errors for importing bank transactions using CSV in QuickBooks Online.

 

Feel free to reply to this thread if you need additional assistance in importing bank transactions and any QuickBooks-related concerns. Have a great day ahead.

4
4Gal
January 25, 2024

@Tolik 

You can use csb2qbo converter tool. It's $60 one time license.

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

 

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