Thanks for joining the thread, @JKGray. I'm here to help you import your bank transactions to QuickBooks Desktop (QBDT).
Also, thank you for the additional work-around Fiat Lux - ASIA.
The option to import bank transactions to QBDT using the .CSV file is unavailable. However, we can import your bank transactions using the .QBO format.
Once you've already converted your CSV/Excel file to .QBO, we can now proceed with importing bank transactions in QBDT. Here's how:
- Log in to your bank and download the transaction as .QBO file.
- On your QBDT company. Go to the File menu and choose Utilities.
- Select Import and then click Web Connect Files.
- Locate the .QBO file then, tap Open.
- Choose your bank account then, Continue.
- Click OK, once you've prompted that it's successfully read into QuickBooks.
- Then, you can go to the Bank Feeds Center and review your transactions.
For more detailed steps you can refer to this article: Import Web Connect (.qbo) files.
Additionally, you can also go to our QuickBooks App Store and look for a converter tool.
I've also added this following articles for future reference:
Please leave a comment down below if you've successfully transfer your bank transactions to your QBDT account or if you have any other concerns. I'll be right here happy to help you. Have a good one!
