I'll be happy to help you some more. What would it take to download information from of my bank account? Check with your bank, which file format of bank statement they can provide. Other than. QBO or. CSV, you will need a 3rd party converter app. Fiat Lux - ASIA is correct, if you want to enter older transactions, or if your bank or credit card can't connect to QuickBooks, you can still upload transactions manually.
Then, you can follow these steps on how to upload your bank transactions into QuickBooks. These steps apply if your bank account is already connected to the system. If your account is not yet connected, you can follow the steps under the For account not connected to online banking section of this article: Manually upload transactions into QuickBooks Online.
After the import, you can now categorize your transactions and reconcile the account. I'm just here if you have other questions in handling your bank downloaded transactions. Should you need more help, please don't hesitate to post them here. Take care! Enter a search word. Turn off suggestions. Enter a user name or rank. Turn on suggestions. Showing results for.
Search instead for. Did you mean:. Connect with and learn from others in the QuickBooks Community. Join now. Level 1. Downloading bank transactions I just added a bank account in QB Desktop and connected it with the bank. You can try to locate your bank, make sure a bank you choose supports the account type you are converting for.
Keep the default value if your bank is not listed Wells Fargo or any allowed bank. Account ID must be all digits for Quickbooks. For multiple accounts, use a different Account ID for each account. Click 'Lists' - 'Charts of Accounts'. Because if you have the icon, it means the account is online linked to direct download. You need to disconnect first to import a QBO file.
Check there is no yellow icon after the change. After disconnecting the account from online services, you can import a QBO file. If you're unable to view it, consider trying these links below, then click Download Now :. Once completed, tick the QBO icon on your screen to open it. Let me know in the comment section below if you have any other issues or concerns, and I'll get back to you right away. I'm always here to assist.
Enjoy the rest of the day! I'm here to ensure you're able to download the desktop version of QuickBooks, Jenf This way, you'll be using the correct and reliable website and get the said program to manage your business. QuickBooks has a variety of programs that'll help in managing your business and QuickBooks Desktop is one of them. When you download the desktop version of QuickBooks, you'll first need to consider its system requirements.
This is to make sure it'll perform to its best. You'll have two options on how you want to download your QuickBooks Desktop program. It's either through the Express or Standard setup. Please note that the Express setup is only for US customers with Windows 8.
After downloading, you'll have to install and activate your QuickBooks Desktop account. For the step-by-step guide, kindly refer to this article: Install QuickBooks Desktop. I'm also adding this article to guide you on how to use the product and effectively manage your business through it: Get QuickBooks Desktop user guides. It also contains related articles about user guides to help you get familiar with it. What if you bought the software from the store and installed it on your computer?
Are you able to still use an app to scan receipts? Thanks for stopping by the Community. Depending on which version of the QuickBooks Desktop product you have, you can use the QuickBooks Scan manager to scan receipts. Here's how:. To attach a file, just select the Attach File button on any transaction. For additional information on the process, as well as the steps listed above, you can check out the following article: QuickBooks Scan Manager.
If you have any other questions or concerns, feel free to post here at any time. Thank you and have a nice afternoon. Thank you for your reply. I am using a Mac. Open the transaction. Click the attachment icon to open the scan window. Select the options and settings for the scan.
Click Scan.
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