- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Banking
Let me help you bring in those bank transactions to your QuickBooks Desktop (QBDT) account, Old School Accouting.
You can import transactions using an Excel file, Comma-Separated Values (CSV) toolkit, or Intuit Interchange Format (.IIF) file in QBDT. To ensure that you have the correct format, download and use the articles below.
- Import or export MS Excel files
- Import/export CSV files
- Import kit, sample files, and headers in IIF.
The articles above contain instructions and detailed steps on how to import transactions depending on the file that you want to use.
In case you want to upgrade your QuickBooks, I'm adding these articles to learn what's in the latest version.
- Upgrade QuickBooks Desktop Pro Plus, Premier Plus, or Enterprise
- What’s new in QuickBooks Desktop 2023
Get back to me if there's anything else you need help with importing bank transactions. Just leave a comment below and I'll get back to you.