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byomtov
May 21, 2021
Question

Importing transactions

  • May 21, 2021
  • 1 reply
  • 0 views

I would like to import some transactions.

 

The instructions in the help files are not very clear, so I would like to see some examples.

 

When I click on the link that promises to show me samples I can download it just takes me to the support home page.

 

Where can I find some samples?

1 reply

JenoP
JenoP
May 21, 2021

Good day, byomtov. 

 

I'd be glad to help you import your transactions in QuickBooks. Can you also share the link so we can check and fix it as well? In the meantime, follow these steps on how to get a template to follow:

 

  1. Go to the File menu, then select Import.
  2. Select Transactions, then select the transaction type you want to import.
  3. Proceed to the Gear menu, then click Export Table Template.
  4. Enter the name of the template and save it. This downloads the template in a .CSV (spreadsheet) file.
  5. Open the template on your spreadsheet application. There are many columns on the template, and you may need to scroll to see all of them.
  6. Add your transactions to the template, then save your work.

    (For sales receipts) On the Deposit To column, be sure to specify the bank account type in your company file.

 

Once done, follow these steps on how to import them in:

 

  1. Go back to the File menu, then Import.
  2. Select Transactions, then the transaction type you want to import.
  3. Copy the transactions from your spreadsheet and paste them on the import window. QuickBooks will highlight rows that have the same info to alert you on transactions with multiple line items.
  4. (For sales receipts) Select the bank you would like to deposit the receipts to.
  5. If everything looks right, select Import.

 

Here's an article for more details: Import Data Into QuickBooks for Mac.

 

Aside from that, you can also import banking transactions through Web Connect. You can use these articles as your guide: Download Bank Transactions in QuickBooks Desktop for Mac

 

Let me also share this additional article for future reference and guidance:

 

 

Add a reply to this thread if you follow-up questions. You can also join us again in the Community if you need anything else when working in QuickBooks. 

B
byomtovAuthor
May 22, 2021

Thank you.

 

I think I wasn't clear. What I want to know is the format of the file to be imported.

 

I know it's a spreadsheet, but how to format it is unclear from the help files. Examples would help.

R
Rea_M
May 22, 2021

Thanks for the clarification you've provided above, @byomtov. I'll make sure you're able to import your transactions using the corrected file format in QuickBooks Desktop for Mac.

 

In QBDT for Mac, you can create a QuickBooks spreadsheet template (.CSV file) to serve as your guide to successfully import your transactions. You just need to utilize the Export Table Template feature to know the format of the file to be imported. Then, open it on your spreadsheet application. There are many columns on the template, and you may need to scroll to see all of them. For the step-by-step guide, I'd recommend checking out this article's Import your transactions section: Import data into QuickBooks for Mac.

 

Also, QuickBooks connects to your bank in one of two ways: Direct Connect and Web Connect. If you wish to know more about how  to download and import your transactions in both ways, you can refer to this article: Download bank transactions in QuickBooks Desktop for Mac.

 

Please don't hesitate to let me know in the comments below if you have other importing concerns in QBDT for Mac. I'll be around to help. take care and stay safe.

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