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EFS Integration
Good morning Everyone,
I want to import a bulk of transactions ( downloaded from EFS account as a CSV file) into Quickbooks Online. When I visited "Import" section, it asks for me different options like Bank, Customer, Vendors etc. I have tried to import those through "Bank" option but no luck.
Therefore, how can I import these ? As I know, there is no integration between Quickbooks Online and EFS (Wex Company).
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Hello there, @Tolik. Allow me to clarify things when importing data into QuickBooks Online (QBO).
The data we can import through a CSV file are payments and deposit transactions only. Since you want to import bulk transactions from EFS as a CSV file, I'd suggest looking for a third-party application. However, if you have a specific bank for EFS entry then you may proceed to manually upload the transaction using the correct format.
Here's how
The 3-column format has a Date, Description, and Amount column.
The 4-column format has a Date, Description, Credit, and Debit column.
Additionally, I've added this helpful article for you to check if you're not able to import using CSV in QBO: Common errors for importing bank transactions using CSV in QuickBooks Online.
Feel free to reply to this thread if you need additional assistance in importing bank transactions and any QuickBooks-related concerns. Have a great day ahead.
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Curious to know how this worked out for you? I am currently in the same boat... needing to get my "bank" information linked to Quickbooks Online and am unable to due to having a EFS Fleet Card....
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You can use the importer tool as mentioned by 4Gal.
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Hi there, Jenna.
I can see that a similar question about EFS integration was also asked in a separate thread. Let me share this link so you can read the response from one of the members of the QuickBooks Team: https://quickbooks.intuit.com/learn-support/en-us/banking/efs-electronic-fund-source-wex-company/01/...
Visit us again if you need anything else.