Hello there, @jenniferneris.
I'll help you import your transaction to QuickBooks Desktop using CSV files.
You need to install the QuickBooks Import Excel and CSV toolkit.
Here's how:
- Open the file download window for the toolkit, then click Save.
- Go to your Windows Desktop and hit Save.
- Double-click QuickBooks_Import_Excel_and_CSV.exe on your Windows desktop to open the WinZip Self-Extractor window.
- Click Browse, choose the folder where you want to install the toolkit (such as your Desktop), then OK.
- Select Unzip to extract the contents, and then choose Close to close the WinZip Self-Extractor window.
- Open the QuickBooks Import Excel and CSV folder from the location you selected in step four.
Refer to this article for the detailed steps: Import/export CSV files. It also contains the steps to export.
For future reference, you can read this article about matching transactions in QuickBooks Desktop: Add and match Bank Feed transactions in QuickBooks Desktop.
Let me know if you have questions about importing transactions in QuickBooks Desktop. I'm always here to help. Have a great day.
