Import Into QuickBooks Onlineįor QuickBooks Online, convert to QBO (web connect) format or QFX format or as CSV files (set target as 'Quickbooks Online'). The Transactions app provides interface to map payee names to vendor names and assign categories (expense/income accounts) based on payee names or direct edit. IIF transaction files are imported directly into the Quickbooks Desktop register and require exact vendor names and expense/income accounts. After import, open imported statement under Bank Feeds, match vendor records and assign expense/income accounts and add transactions to the register.
QBO (web connect) transaction files are imported the same way as transactions downloaded directly from your bank. QBO and IIF files are importable by QuickBooks Enterprise as well.įor older QuickBooks Desktop versions, convert to the IIF format. Import Into QuickBooks (Desktop and Online)įor QuickBooks desktop, convert to QBO (Bank Feeds or web connect) format or IIF format if you have Intuit QuickBooks 2019-2022. It can convert your transactions into a format that your accounting/personal finance software can import. Need to import bank or credit card transactions in a CSV/XLS/XLSX/TXT, PDF, QFX, OFX, QBO, QIF/QMTF, MT940/STA file into your accounting or personal finance software but cannot seem to make it work?
