Thanks for joining this thread, morel.
You need to use the IIF text file or set up for Online Banking in order to import bank transactions.
If you wish to proceed, you can follow the steps below:
- Go to Banking menu at the top, then select Online Banking Setup.
- In the search field, enter your Bank's name.
- Depending on your bank, you may be presented with options for Direct Connect/Web Connect or Web Connect only.
- On the Link your Accounts screen, you can choose which bank accounts you can add to QuickBooks.
Once done, you can download a statement from your Bank Web Connect website and import to QuickBooks.
Here's how:
- Go to Banking menu at the top then select Downloaded transactions.
- On the Downloaded Transactions window, select the account you want to import or download transactions.
- Click Download. QuickBooks takes you to your financial institution’s website to
- Download your transaction file. Then click Import to import the file into QuickBooks.
You can also check this article for more information on how to Set up and use Online Banking in QuickBooks for Mac.
For additional reference, you can check this article for detailed steps about importing transactions. On your keyboard, press Ctrl + F and search for the Importing items in batches to easily find the topic: https://qblittlesquare.com/wp-content/uploads/2018/09/QuickBooks-for-Mac-2019-1809.pdf.
Please know that I'm only a post away if you have anything else. Just leave a comment below, and I'll get back to you.
