How do I import CSV transactions into QuickBooks desktop?

Question

How can I import expenses from a CSV file? From the Transactions tab, select Banking. In the Link account drop-down, select Upload from file. Click the Drag and drop or select files button. Select the CSV file and then Open. In the QuickBooks account dropdown, select the account you want to upload the transactions into.

How do I manually import transactions into QuickBooks desktop?

Here's how:1Go to the File menu.2Choose Utilities.3Click Import.4Select Web Connect Files.5Choose the QBO file, then click Open.6When prompted to choose bank account, choose Use an existing QuickBooks account if the account is already set up or Create a new QuickBooks account if it's not yet added.7Click Continue.How to import bank transactions using excel. - QuickBooks - Intuit

Can you import transactions into QuickBooks desktop from Excel?

Go to the Lists menu, then select Chart of Accounts. Select the Account drop-down at the bottom, then choose Import from Excel. Select Browse to select the Excel file you want to import. Select the file, then select Open.

Can I upload a CSV file to QuickBooks?

The first step involved in importing a CSV/Excel File to Intuit QuickBooks requires the user to download the QuickBooks Import Excel and CSV Toolkit on their system. You can simply click here to download the QuickBooks Import Excel and CSV Toolkit.

Can QuickBooks desktop import bank transactions CSV?

Hi Les9. Importing CSV files is possible in QuickBooks Desktop, however, you will need to download the QuickBooks Import Excel and CSV toolkit.

Expert · Answer