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February 1, 2024
Question

Online banking and importing from new digital bank account

  • February 1, 2024
  • 1 reply
  • 0 views

I need to download my banking transactions and it is requiring me to import a statement first. (My credit union switched to a digital format, assuming this is the issue.) The downloaded transactions from the correct account (business checking) come in .csv, the statement which includes all accounts including ones I don't want to import are in .pdf. Neither are available for importing (greyed out).

 

I need to get this done!

1 reply

February 1, 2024

Which QB Desktop year version do you have?

jgirard67Author
February 1, 2024