Download transactions from bank csv file

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 you import a csv file with transactions such as bank transactions on quickbooks accountant desktop ? It is different than the online version which dont have Solved! Labels: QuickBooks Accountant Desktop. Reply Join the conversation. Best answer January 30, Best Answers. It is different than the online version which dont have Thank you for posting in the Community, arielson.

The supported file when importing bank transactions in QuickBooks Desktop is. To download web connect files, here's what you'll need to do: Go to the File menu at the top. Choose Utilities , then Import. Select Web Connect Files. Locate the QBO file you saved, then Open.

When prompted to Select Bank Account, choose Use an existing QuickBooks account if the account you are importing the transactions into is already set up in QuickBooks or Create a new QuickBooks account if the account you are importing the transactions into is not yet in QuickBooks. Hit Continue and OK. I'm here for you. Have a great day! It is different than the online version which dont have Thanks! Level Level 3. It is different than the online version which dont have There is a converter I just found from Propersoft.

Discover the tax write-offs you've been missing Keeper Tax automatically finds tax deductions among your purchases. Sign up for Tax University Get the tax info they should have taught us in school. Thank you! Your submission has been received! Tax filing for freelancers and side hustlers Most tax software isn't built for you. Free Tool What tax write-offs can I claim? Freelance designer. Real estate agent. Scooter charger. Online seller. Independent journalist.

Dog walker. Airbnb host. Social media influencer. Independent model. Independent actor. Online teacher. Delivery Driver. Freelance developer. Freelance consultant. If you can't download a bank statement in a CSV format, create your own import file. Download the bank statement import template file. Save the bank statement file to your computer in the.

A CSV bank statement file can import without headings, but it's easier to map the columns to the statement fields in Xero if the columns have names. The bank statement import template has column headings that match the bank statement fields in Xero. If the CSV file from your bank doesn't have a header row, insert one.

The header row must be in row 1 and each column name should be unique. Delete the following data to ensure the import is successful:. Mandatory fields are marked with an asterix in the import file. You only need the Date and Amount fields to create bank statement lines, but reconciling your transactions is easier if you include more detail. The first time you import a CSV bank file, you need to assign each column in the import file to a bank statement field. This assignment applies to future CSV imports, unless the new file contains extra columns or different column headers.

You can change the way Xero imports the bank statement data if you need to. Match all the fields you want to import data into.

The more fields you assign, the more information is imported into Xero for each bank statement line. Xero applies the chosen format to the entire statement and all future CSV bank statements.

Ask our community of customers, accountants and bookkeepers. Raise a case with our support team. Skip to main content.