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Replying to:
Les9
Level 2

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Thanks for your response.

 

When I go to File > Utilities > Import > Excel Files

"Add or edit multiple list entries" - Manage your customer, vendor, and item lists all in one place. Paste from excel to quickly add new or edit existing entries. Choose :Lists > Add/edit multiple list entries to begin making multiple entries. If you'd like QuickBooks to take you there now, click Yes

 

I click no and I go to the screen called: "Add your excel data to QuickBooks". When I add my excel file, it says that "The excel file you're trying to import is not a QB supplier templated. The templates that you sent in your first response was for account list, vendor list, customer list and item list. My excel file is not any of those lists, the excel file that I want to import has information about bank transactions, in 3 columns:

| Date | Description | Amount  |

For example:

| 05/01/2019  | Starbucks store | 10.45  |

 

Which template should I use?.

 

Thanks

 

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