AbegailS_
QuickBooks Team

Banking

Hi there, Ree. 

 

I'll share insights about importing data (transactions) using CSV files in QuickBooks Desktop (QBDT), so you can manage your account accordingly.

 

You can import various lists and transaction (invoices, deposits, bills, estimates, etc.) types to QBDT using different file formats, including CSV files. To learn more about this, please see this article: Import and export data in QuickBooks Desktop.

 

However, I agree that importing transactions (bank) using Excel and CSV file formats isn't currently an option in QBDT. You can only import lists using these methods. With this, you can use a third-party application to import your transactions or manually enter them in your QBDT company file.

 

Once everything is all set, you may also want to check out one of our Help pages as your reference to guide you in managing your business growth and transactions using QBDT: QuickBooks Learn and Support. It includes help articles, Community discussions with other users, and video tutorials, to name a few.

 

Please know that I'm always around to help if you have other importing data concerns or questions about managing transactions in QBDT.