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I'll leave you with this article for the steps. On the other hand, if you're using QuickBooks Desktop for Mac, you may import transactions through WebConnect and DirectConnect only.

You may refer to the above detailed steps provided by my colleague. If your bank doesn't support CSV files but offers Quicken (QFX), QuickBooks Online (QBO), or Microsoft Money (OFX), you can try to import your data and then upload more than 90 days of bank transactions through Web Connect. Please note that each bank formats its CSV files differently, so importing a CSV file may not be possible for every financial institution. You can look into the following article for the steps. To avoid receiving an error when uploading this file, your CSV file must be formatted correctly.

Once the process completed, select Let's go.

Click Yes to confirm you want to import now.

Select the checkboxes of the transactions to import and click Next.

Map the statement fields according to your CSV file format and click Next.

From the QuickBooks Account drop-down list, select the appropriate bank or credit card account and click Next.

Select Browse and choose the file you downloaded from your bank.

Click the drop-down arrow for Update and select File upload.

Go to the Banking tab and choose Banking.

While my BettyJaneB provided you with one of the supported file to upload bank transactions, the CSV files is also a great idea if you're using QuickBooks Online.

#Convert csv to quicken qfx how to

I'm here to provide additional information on how to download bank transactions into QuickBooks. Thanks for adding a reply on this thread and for clarifying the concern. Please feel free to let me know how it goes, as I want to make sure that these transactions are imported. I'm confident that these resources will assist you with getting your bank transactions imported into QuickBooks.

Make sure that the name of the file you downloaded, and the location you downloaded it to so you can easily find it to upload.įor detailed instruction about this process, please check out this article: How to upload more than 90 days of bank transactions.

Choose a supported file type for the download file.

Depending on your bank's available features, choose transactions from specific or multiple accounts, or select a date range for transactions.

Follow your bank's online process to download your transactions to your computer.

You must download first the transactions from your bank's website and upload it afterwards. This allows you to download bank transactions from your financial institution and upload them into your QuickBooks. Allow me to provide you the workaround in importing a QFX file into QuickBooks Online.

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