WEX Fleet Card Feeds

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I'll share some information about importing transactions. Currently, you can only import using these formats for bank or credit transactions.

• QBO format
• CSV
• QFX

Since you have an Excel format, you'll want to either convert it first to CSV file before uploading or use a third-party application. Please check out the website for the steps to convert.

To view an app, here's the link: Apps for QuickBooks Desktop.

Meanwhile, here's how to manually import bank or credit card transactions into QuickBooks: 

1. Download the Web Connect file from the financial institution. This file will have a QBO, CSV, or QFX extension.
2. In QuickBooks Desktop, go to the File menu then Utilities.
3. Choose Import and then pick Web Connect Files… (You can also go to the Banking menu, see the image below.)
4. Look for the QBO file you saved in Step 1 and then select Open.
5. When prompted to Select Bank Account:
   • If the account is already setup, click the Use an existing QuickBooks account radio button then from the drop-down, select the appropriate bank account.
   • If it is not, click the Create a new QuickBooks account radio and enter the bank account name.
6. Click Continue.
7. When the import is complete, go to the Bank Feeds Center to review your transactions.

Additionally, here's a link that covers all the tasks you can do when using the banking feature. It has our general banking topics with articles: Find help with bank feeds and reconciling accounts.

Feel free to reply anytime if you have other questions or concerns with credit card transactions. I'll be around for you. Take care and have a great day ahead.