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MaryLandT
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Let me share how you can move bank files to QuickBooks, edwood007.

 

In QuickBooks Desktop, you can import bank transactions using .qbo or IIF files. While the Online version supports a .csv template.

 

It's easy to import the CSV file in QuickBooks Online since you can upload with either the following 3-column or 4-column format. To learn more about this, check out this article: Format CSV files in Excel to get bank transactions into QuickBooks.

 

If you also need to import other data, this link provides instructions and detailed steps: Move your lists to QuickBooks Online.

 

If you need to switch to QuickBooks Online, I've added this article to know what you need to prepare: Move your QuickBooks Desktop file to QuickBooks Online.

 

Let me know if you need further assistance with QuickBooks. Just leave a comment below, and I'm always right here to help you.

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