If your account is not yet connected, you can follow the steps under the For account not connected to online banking section of this article: Manually upload transactions into QuickBooks Online. After the import, you can now categorize your transactions and reconcile the account. I'm just here if you have other questions in handling your bank downloaded transactions.
Should you need more help, please don't hesitate to post them here. Take care! Enter a search word. Turn off suggestions. Enter a user name or rank. Turn on suggestions. Showing results for. Search instead for. Did you mean:. Connect with and learn from others in the QuickBooks Community.
Join now. Level 1. Downloading bank transactions I just added a bank account in QB Desktop and connected it with the bank. Labels: QuickBooks Desktop. Reply Join the conversation. Downloading bank transactions Hello meshmash , Welcome to the Community. Additionally, this link contains topics about the Banking feature. Leave a comment below if you still have other banking concerns. Enjoy your weekend.
Enter a search word. Turn off suggestions. Enter a user name or rank. Turn on suggestions. Showing results for. Search instead for. Did you mean:. Connect with and learn from others in the QuickBooks Community. Join now. Level 1. How can I download the bank statements pdf files into Quickbooks online?
How can I download old bank statements in pdf format? You need to disconnect first to import a QBO file. Check there is no yellow icon after the change. After disconnecting the account from online services, you can import a QBO file. And select an existing account to import transactions. Then click the 'Continue' button. Click on 'Transaction List' to review transactions. I think that is also what RoseMarjorieA is saying too. Appreciate you for posting your experience here in the Community.
It will surely help other users who encounter the same issue. Please know that you're always welcome to post if you have any other concerns about your QuickBooks service. The Community team will always here to help you out. Thanks for your sharing your thoughts DaveJT. I know how important it is convert your bank data file to QuickBooks. Please know our developers are always working to make our product best for our customers. Also, if you want to learn some "How do I" steps in QuickBooks Desktop, you can visit our Help articles page for reference.
As always, please let me know if you have other concerns, I'm always here to help. Have a great day and more success in your business! I used the info in this link and i was able to download my US bank transactions to QB which only allow quicken downloads or a monthly service fee to connect to QB directly. My work around was to rename the file removing the. It worked perfectly.
Rest assured, the idea shared by all of you was forwarded to our development team. They'll review it and may be added to our future updates.
It's great to hear you found the answers you were looking for here in the Community, dianachismar. You're always welcome if you ever need a helping hand again in the future. Take care. I get annoyed at your answers Quickbooks support and your fake interest in solving this extremely easy to fix issue on your end that I,and many others, have been asking for for more than 10 years.
The conversion site that I listed above adds one single line tot he qfx file and renamed the file extension. So your devs can fix this in their sleep. You will never fix it, though, because for some reason it does not help your business in any way.
Thanks for following up on this thread. The Development Team views each case and tries to resolve them as quickly as possible. That's one reason why the Community is so great; for helpful posts like yours that can resolve this type of issue through a different route.
I'm genuinely glad this worked for the customer and that this space is used to communicate problem-solving resources. RE: I get annoyed at your answers Quickbooks support and your fake interest in solving this extremely easy to fix issue on your end that I,and many others, have been asking for for more than 10 years.
Intuit doesn't see this as an issue to fix. They set it up this way on purpose, and they charge banks for the right to create files for QB and Quicken, independently. Except that QB Online breaks that rule. For some reason that is OK. RE: Please answer the real question. I tried this but it didn't work. It tells me that QB can't do it and I should contact my financial institution that is clueless Enter a search word. Turn off suggestions.
0コメント