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Visit this post for a list of recent banking issues in QuickBooks Online.

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Anonymous
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I hear your sentiments, @HCF-Bookkeeper. I understand how convenient the feature to be available in QuickBooks Online (QBO).

 

As of the moment the feature to import IIF data is unavailable in QBO. The option we have is to convert it to CSV file first then import it into QBO.

 

Let me walk you through the steps for importing your data into QuickBooks Online:

 

  1. Go to the Gear icon.
  2. Under Tools select Import data.
  3. Select the data you want to import into QuickBooks.
  4. Click the Browse button.
  5. Select the CSV file that you want to import, then click Open.
  6. Hit the Next button.
  7. Pick the account where you want to record the transactions, then click Next.
  8. Map your file with the QuickBooks fields then click Next.
  9. Review the list of transactions again then click Next.
  10. Click Yes.

 

You can check out this article about Formatting CSV files in Excel to get bank transactions into QuickBooks.

 

Furthermore, you can read the following articles to help you resolve any errors you’d encounter during importing process:

 

 

Let me know if you need further assistance with importing transaction. The Community is always here to assist you. Stay safe!

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