how to import transactions into quickbooks
If you are a business owner or accountant, you may want to know how to import transactions into QuickBooks in order to save time and effort when entering financial data into the accounting software. QuickBooks allows you to quickly and easily import transactions from other sources, such as bank statements, credit card statements, and other financial documents, which can save you time and effort when entering data into the software. Knowing how to import transactions into QuickBooks can help you keep your financial records up to date and accurate.
Grace Everwood
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10 steps
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38 seconds
QuickBooks
1
Go to [https://quickbooks.intuit.com/](https://quickbooks.intuit.com/) and log in to your QuickBooks account.
2
Click the "Transactions" tab at the top of the page.
3
Click the "Banking" tab on the left side of the page.
4
Click the "Upload Transactions" button.
5
Select the file you want to upload and click the "Open" button.
6
Select the account you want to upload the transactions to and click the "Next" button.
7
Select the date range for the transactions you want to upload and click the "Next" button.
8
Select the type of transactions you want to upload and click the "Next" button.
9
Review the transactions and click the "Let's Go" button.
10
Click the "Done" button.