How to Import Bank Transactions into QuickBooks Desktop? - PowerPoint PPT Presentation

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How to Import Bank Transactions into QuickBooks Desktop?

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Importing back transactions to QuickBooks Desktop can be a tough task. This can be done in different ways one of which is through the bank feed feature in QB. Here we have discussed how to import bank transactions into QuickBooks Desktop. – PowerPoint PPT presentation

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Title: How to Import Bank Transactions into QuickBooks Desktop?


1
Import Bank Transactions Into QuickBooks Desktop
2
Import Bank Statements From Supported File
Formats Directly Into QuickBooks Desktop With
Bank Feeds Feature
3
Set Up Bank Feeds Account In QuickBooks
  • From Banking, go to Bank Feeds.
  • Select Set up Bank Feeds for an account.
  • Select your bank by entering the name of the
    bank.
  • Select continue and enter your Online Banking ID
    and Password.
  • Select Connect to connect your QuickBooks to your
    banks server.
  • Select the bank account you want to connect.
  • Select Finish after successful connection.

4
Importing Bank Transactions Using .QBO File
  • You'll want to import your bank transactions
    using the .QBO format. importing bank
    transactions to QuickBooks Desktop (QBDT) using
    the .CSV file isn't obtainable. Let me guide you
    in ways to try and do it.
  • Sign in to your bank and transfer the transaction
    .QBO file.
  • Then, in your QBDT. head to the File menu
  • Select Utilities then Import then click web
    Connect Files.
  • Click the .QBO file you saved, then choose Open.
  • Select your bank account.
  • Click Continue.
  • You should see a dialogue box telling you that
    the info has been successfully scanned into
    QuickBooks and choose OK.
  • Then, head to the Bank Feeds Center.

5
Follow the steps provide and you will be done
with Import Bank Transactions into QuickBooks
Desktop. Although in case of any given
circumstances you fail to import the transactions
you can still visit us at dancingnumbers.com and
our detailed guide will definitely help you
out. Guide Link Import Bank Transactions into
QuickBooks Desktop
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