shortib
Level 3

Banking

I would like this solution for both Desktop and Online Versions of QuickBooks. I've been using QuickBooks since 2007, and help clients in every industry.  This is an ongoing problem, as there are Excel import options for other accounts, but not the accounts that really matter. I would like to get an Excel import option for bank and credit card accounts, because most banks and credit card companies are limiting the .qbo file options to download.  

 

Sometimes you have one client who can get the whole year, sometimes only the last 10 months or last 4 months, all from the same bank or credit card company. Some banks or credit card companies offer .qbo downloads to some clients, but the same bank or credit card company does not offer .qbo downloads at all to other clients.  It's a mess!

 

The solution is to let us import transactions in Excel into bank and credit card ledgers in BOTH QuickBooks Online AND QuickBooks Desktop.

 

I realize this solution will never happen, because Intuit is contracting with the banks causing this drama. That said, I've spent a lot of time looking for a work around, and this forum should stay open for the others who are also spending too much of their time that they can't charge to their clients to find a work around for the conflicting information we get from the same banks for different clients.