IamjuViel
QuickBooks Team
QuickBooks Team
‎November 13, 2019 08:45 AM

Other Questions

Hello, @TaniaCPT.

 

When importing bank transactions to QuickBooks, you can use either a Comma-Separated Values (CSV) or the QuickBooks Online (QBO). I can provide you with information so you'll be able to successfully import your transactions.

 

To save your downloaded transactions as a CSV file, here's how:

  1. Click the File menu.
  2. Choose Save As.
  3. Type in the name of the file in the Save As field.
  4. From the Format drop-down, look for Comma Separated Values( .CSV). 
  5. Click Save.

If you still don't have the option to save as a  Comma Separated Values( .CSV), you can look up on the internet for a free and secured file converter or use Google Docs. Also, you can visit the Intuit App Center and check out a supported third party import tool.

 

To learn more about how the importing process works, you can read through these articles:

Let me know if you have other questions or concerns. I'm just a few clicks away.

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