![]() ![]() 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. Thanks for the clarification, want to import your bank transactions using the. ![]()
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