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Import Bank Transactions into QuickBooks Desktop

Importing back transactions to QuickBooks Desktop can be a tough task. This can be done in different ways one of which is through the bank feed feature in QB. Here we have discussed how to import bank transactions into QuickBooks Desktop.

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Import Bank Transactions into QuickBooks Desktop

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  1. Import Bank Transactions Into QuickBooks Desktop

  2. Import Bank Statements From Supported File Formats Directly Into QuickBooks Desktop With Bank Feeds Feature

  3. Set Up Bank Feeds Account In QuickBooks • From Banking, go to Bank Feeds. • Select Set up Bank Feeds for an account. • Select your bank by entering the name of the bank. • Select continue and enter your Online Banking ID and Password. • Select Connect to connect your QuickBooks to your bank’s server. • Select the bank account you want to connect. • Select Finish after successful connection.

  4. Importing Bank Transactions Using .QBO File • You'll want to import your bank transactions using the .QBO format. importing bank transactions to QuickBooks Desktop (QBDT) using the .CSV file isn't obtainable. Let me guide you in ways to try and do it. • Sign in to your bank and transfer the transaction .QBO file. • Then, in your QBDT. head to the File menu • Select Utilities then Import then click web Connect Files. • Click the .QBO file you saved, then choose Open. • Select your bank account. • Click Continue. • You should see a dialogue box telling you that the info has been successfully scanned into QuickBooks and choose OK. • Then, head to the Bank Feeds Center.

  5. Follow the steps provide and you will be done with Import Bank Transactions into QuickBooks Desktop. Although in case of any given circumstances you fail to import the transactions you can still visit us at dancingnumbers.com and our detailed guide will definitely help you out. Guide Link: Import Bank Transactions into QuickBooks Desktop

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