How to Import Bank Transactions into QuickBooks?

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How to Import Bank Transactions into QuickBooks
Desktop
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Import Bank Transactions into QuickBooks from
Excel

• In the event that you are looking for the process
  steps to import Bank transactions into QuickBooks
  Desktop, you are at the opportune spot. Importing
  Bank transactions straightforwardly to QuickBooks
  Desktop will save you from a great deal of manual
  endeavors and mistakes appended there with. You
  can undoubtedly import bank transactions into
  QuickBooks desktop from excel.
• You can import bank transactions through the Bank
  feed highlight in QuickBooks. You ought to go for
  importing transactions since it will allow you to
  process bank and credit card transactions
  proficiently in a consistent way and will allow
  you to zero in on other business-related
  requirements.

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Setting up of Bank feeds Account

• Step 1. First of all, you need to click on
  Banking and then go to Bank feeds.
• Step 2. In this step, you need to click on Set
  up Bank feeds for an account and then you should
  enter your banks name.
• Step 3. After that, you need to go to the Link
  your Accounts screen and choose the bank account
  that you wish to add to the QuickBooks.
• Step 4. In the last step, you should follow the
  on-screen instructions and it will lead to the
  completion of the process.

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Import the Bank Transactions with the help of
.QBO file

• Step 1. Most importantly, you need to sign in to
  your bank account and download the transactions
  as .QBO file.
• Step 2. Presently you ought to go to the File
  menu in your QBDT.
• Step 3. In this step, you should click on
  Utilities gt Import and afterward click again on
  Web Connect Files. After this, click open the
  .QBO file that you saved before.
• Step 4. Pick your Bank account and click on
  continue. Once you see the discourse box that
  discloses to you that information is effectively
  added something extra to QuickBooks, you should
  click on OK.
• Step 5. After the fourth step, you can go to the
  Bank Feeds focus to see the imported transactions

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Import Bank Transactions with Web Connect

• Albeit Direct Connect is easier to carry out and
  use, a few clients don't really want to link
  their bank account with QuickBooks Desktop. In
  the event that you're one of those clients, you
  can depend on Web Connect and import bank
  transactions into QuickBooks Desktop. One
  advantage here is that you can download however
  many transactions as made accessible by your
  bank though there's a constraint of one year
  when utilizing Direct Connect.

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To import bank transactions into QuickBooks with
Web Connect, follow the steps provided below

• Click on Banking and select Bank Feeds.
• Click on Bank Feeds Center, then Banking Center.
• Select your Bank and click on Download
  Transactions.
• In the new browser window, enter your
  authentication details and download the Web
  Connect File.

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If you want to download the Web Connect file
externally, then follow the steps provided below

• Launch a Web Browser and visit your Banks
  website.
• Enter the Authentication Details.
• Download the transactions in .QBO (QuickBooks Web
  Connect) file format.
• Launch QuickBooks and click on Banking.
• Select Bank Feeds and click on Import Web Connect
  Files.
• Select the QBO file downloaded from the Banks
  website and click on Open.
• Select one of
• Use an existing QuickBooks Account to import
  transactions when the bank account is set up in
  QuickBooks.
• Create a new QuickBooks account to import
  transactions when the bank account isnt set up
  in QuickBooks.
• Click on Continue, then Ok.
• Review your transactions by visiting the Bank
  Feeds Center from the Banking menu.

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• These are the easiest methods to import bank
  transactions in QuickBooks Desktop. According to
  your preference, you can select either direct
  connect or web connect. To know more, you can get
  in touch with our 99Accounting experts at our
  LIVE CHAT.