Hey there, @JPC Ventures.
Thanks for following the thread. I'm happy to elaborate on how to import using a CSV file.
Since you're trying to import a CSV file from your bank, a good thing to note is QuickBooks can't import transactions. If you take a look at our guide from the tool kit mentioned by my colleague above, it states:
- Import from Excel and CSV can only import lists. Transactions cannot be imported using this method. Importing from Excel and CSV uses field mapping between QuickBooks and the import file to identify what data goes where in a QuickBooks list record. In QuickBooks, this import function is accessed by clicking File > Utilities > Import Excel Files. Do not confuse importing from Excel and CSV with IIF import. Although IIF import files are often created using a spreadsheet program like Excel, IIF files use a completely different format.
With that being said, the only option you would have to import the transactions in QuickBooks would be to use a third party or manually enter them.
I understand how importing the CSV file in QuickBooks would be beneficial for you and your business. I have personally submitted a feedback request to our product development team, so this can be considered in a future update. Please know you can follow our latest happenings and updates using our Blog Site.
Let me know if you have additional questions or concerns. I'll be here every step of the way. Feel free to reach out to the Community at any time. Take care and enjoy the rest of your day. You certainly deserve it!
