Title: How to Import Bank Transactions into QuickBooks Desktop?
1Import Bank Transactions Into QuickBooks Desktop
2Import Bank Statements From Supported File
Formats Directly Into QuickBooks Desktop With
Bank Feeds Feature
3Set 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.
4Importing 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.
5Follow 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
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out. Guide Link Import Bank Transactions into
QuickBooks Desktop