Import Bank Transactions into QuickBooks from Excel

In the event that you are looking for the process steps to import Bank transactions into QuickBooks Desktop, you are at the opportune spot. Importing Bank transactions straightforwardly to QuickBooks Desktop will save you from a great deal of manual endeavors and mistakes appended there with. You can undoubtedly import bank transactions into QuickBooks desktop from excel. You can import bank transactions through the Bank feed highlight in QuickBooks. You ought to go for importing transactions since it will allow you to process bank and credit card transactions proficiently in a consistent way and will allow you to zero in on other business-related requirements. Setting up of Bank feeds Account Step 1. First of all, you need to click on Banking and then go to Bank feeds. Step 2. In this step, you need to click on ‘Set up Bank feeds for an account’ and then you should enter your bank’s name. Step 3. After that, you need to go to the ‘Link your Accounts’ screen and choose the bank account that you wish to add to the QuickBooks. Step 4. In the last step, you should follow the on-screen instructions and it will lead to the completion of the process. Import the Bank Transactions with the help of .QBO file Step 1. Most importantly, you need to sign in to your bank account and download the transactions as .QBO file. Step 2. Presently you ought to go to the File menu in your QBDT. Step 3. In this step, you should click on Utilities > Import and afterward click again on Web Connect Files. After this, click open the .QBO file that you saved before.