After that, export the QBO data back to QBDT and continue working on it. Then, upload your transactions, categorize, and add them to your books. You can sign up for a QBO Plus trial and export your QBDT company file to it. Our QuickBooks Online plans offer an option to import transactions using a CSV file. You might want to consider this process I'm going to share with you. Since you've just started, I assume you don't have a lot of entries in QBDT yet.
I hear what you're feeling about the bank feed options, lrkeller07. This one looks the best, and you can try 10 trans for free. I know there are 3rd party apps, that is my next option. I understand the QB has a plug in to do this. IMO, QB should step up and analyze the file.I have not been waiting a week. QB supports blames the bank.and guess what, the bank blames QB. I am getting an error when trying to import a QBO file. Get started with Bank Feeds for QuickBooks Desktopįeel free to leave a comment below if you need more help.Import and export data in QuickBooks Desktop.Just in case, I'm adding these articles for future reference: For additional information on this process, check out this article: Import web connect (.qbo) files. Once done, go to the Bank Feeds Center to review your transactions.
When prompted to Select Bank Account, select the Create a new QuickBooks account.Locate the QBO file you saved, then Open.In the File menu, choose Utilities, then Import.Here's how to download web connect files: The supported file when importing bank transactions in QuickBooks Desktop is (.qbo) file.
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