Once the import is successful, you'll see the numbers of lists and transactions imported.It also requires that you switch to a single user. Since this option bypasses data review, some of the info may not be correct or complete for your books. Note: We don't recommend the option Import it for me. Go to the File menu, select Utilities then Import then IIF Files.Open the IIF Import Kit folder to view its contents.Īfter that, copy your data from the Excel file to the IIF file.The contents will automatically extract into a sub folder called. Use WinZip or any compatible file compression utility to extract the contents of the downloaded file.
To do so, you'll want to download and install the. This way, you'll be able to import your credit card transactions to QuickBooks. You'll want to move the data from the Excel to IIF.
I just spent $200 for QB Desktop Pro 2020 and hate to spend another $50-$60 on QB "Level 2 Customer Support", when this is the only question that I have.
AM I CORRECT IN USING THIS PROCESS TO IMPORT THE EXCEL SPREADSHEET? I've spent at least 2 hours on the phone with QB Customer Support and they only understand the Importing of QBO files into QB. By doing this Column Header matching between the Credit Card/EXCEL spreadsheet and the existing QB Credit Card account, CAN I AVOID DOING THE MAPPING in the QB Import Process? To me, changing the Excel Spreadsheet Column Headers is much easier than trying to do the Mapping of the QB Account. I was going to change the Column Headers on the Bank Credit Card/EXCEL spreadsheet to Match the QB Column Headers, then do the Import. I would like to leave these QB Column Headers in place for the "Importing" process. Since 2012, my credit card account in QB has been set up with the following Column Headers (left to right): DATE TYPE PAYEE ACCOUNT (under PAYEE) MEMO (under PAYEE) CHARGE PAYMENT BALANCE.
Steve - I'm in the process of Importing Bank/Credit Card transactions in EXCEL format into QB 2020 (upgraded from QB 2012) because my bank only makes the Credit Card transactions available in either PDF or EXCEL formats.
You can always get back to me whenever you have other concerns. You should see a dialogue box telling you that the data has been successfully read into QuickBooks and select OK.įurthermore, here's an article you can read for more details: Import web connect (.qbo) files.Īdditionally, I got you this article that can guide you in reconciling your accounts accurately: Reconcile an account in QuickBooks Desktop.Select Utilities then Import and then click Web Connect Files.Sign in to your bank and download the transaction as.Importing bank transactions to QuickBooks Desktop (QBDT) using the. Leslie is the author of QuickBooks 2011: The Official Guide.Thanks for the clarification, want to import your bank transactions using the. for more than 15 years, helping them gain control of their financial operations using QuickBooks software. She has been supporting small business owners across the U.S. Configure and customize QuickBooks for your business Avoid common mistakes Enter transactions quickly and accurately Manage accounts payable and receivable Set up and manage inventory Track employee hours and manage payroll Use Online Banking Reconcile bank accounts Set up and manage budgets Create standard and customized business reports Make key business decisions with confidence Leslie Capachietti, MBA, is a nationally recognized speaker and trainer for Intuit and the Principal of Automated Financial Solutions, an accounting systems consulting firm located in the Boston area. Run an efficient and successful small business using the proven techniques and time-saving shortcuts inside this authoritative guide to QuickBooks 2012. Fully endorsed by Intuit, makers of QuickBooks, this official guide provides best practices for tracking finances, managing payroll, processing invoices, controlling inventory, managing sales and expenses, and maximizing the software's features.
The only official guide to the #1 bestselling financial software Packed with insider tips and expert advice, QuickBooks 2012: The Official Guide shows you how to set up a comprehensive, well-organized small business financial management system with ease! Find out the most effective methods for accomplishing essential business tasks and customizing QuickBooks for your needs.