Hello, Accounting Associates LLC. I can help you bring in bank transactions into QuickBooks Desktop.
We can import them using the.QBO format. Let me walk you through how:
- Sign in to your bank and download the transaction as .QBO file.
- Then, in your QBDT. Go to the File menu
- Select Utilities then Import and then click Web Connect Files.
- Click the .QBO file you saved, then select Open.
- Select your bank account.
- Click Continue.
- You should see a dialogue box telling you that the data has been successfully read into QuickBooks and select OK.
- Then, go to the Bank Feeds Center.
Here's an article you refer to for more details: Import webconnect (.qbo) files.
Also, I got an article that can help you in reconciling your accounts accurately: Reconcile an account in QuickBooks Desktop.
Please get back to this thread if you have any additional banking questions or any other concerns. The Community is always here to help.
