This article encompasses the comprehensive steps to import bank transactions in QuickBooks. If you are seeking for an easy procedure to import transactions, just read the blog till the end.
Step 1: Opt for start date
- Pick the Chart of Accounts option.
- Next, find the bank or credit card account to submit the transactions.
- Then select the option to view registration.
- Find the earliest transaction date and note it. Usually, the oldest transaction is the opening balance.
Step 2: Acquire Bank Transactions
- This step necessitates users to login to the bank's website.
- Afterwards, get the CSV files associated with the transactions.
- Then, double-check the time frame. The earliest transaction date must have been at least one day ago.
- Copy the transactions, then save them.
- It is advised to save the file in a location that is easy accessible.
