Thanks for the clarification, @Les9.
You'll want to import your bank transactions using the .QBO format. Importing bank transactions to QuickBooks Desktop (QBDT) using the .CSV file is not available. Let me guide you how to do it.
- 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.
Furthermore, here's an article you can read for more details: Import web connect (.qbo) files.
Additionally, I got you this article that can guide you in reconciling your accounts accurately: Reconcile an account in QuickBooks Desktop.
You can always get back to me whenever you have other concerns. I'm always here to help you anytime. Keep safe!
