Import bank .csv files. You can 04 download a .csv file of your transactions from your bank’s website. This is especially helpful if QuickBooks isn’t able to directly connect to your bank. Transactions > Banking > ▼ to the right of Update > File upload.
QuickBooks import csv

Test it using this sample .csv file

Here is a video explaining the process:

Share →

Leave a Reply

Your email address will not be published. Required fields are marked *

For More Information

Call us to 954-633-2718 or email: