To help with other tasks in QBDT for Mac, click this link to go to our general topic with articles.įeel free to reply to this thread if you have other questions or concerns about bank transactions. You can refer to this article for the detailed steps: Add and match transactions in QuickBooks Desktop for Mac. Just review and/or match them to the existing entries in QuickBooks. Choose Applications & you need to drag the QuickBooks icon to Trash. When QuickBooks finishes importing transactions, press OK.Īfter that, the system displays your credit card transactions in the Downloaded Transactions window. Exit QuickBooks & navigate to the Finder menu.Select the Bank of America, then click Continue.qbo file you want to import, and then click Open. Select Import, then choose From Web Connect.If you want to do it before that date, just follow these steps in importing your credit card transactions: On the other hand, you can also use our import your lists and transactions with the improved IIF tool for a fast and smooth import. IIF Overview: import kit, sample files, and headers.Learn more about this file in the articles below.

Choose OK on the pop-up message confirming your data has been imported.On the File menu, pick Utilities, then Import, and choose IIF Files.Log in as Admin and make sure you are in Single User mode as well.You'll want to use the Intuit Interchange Format (.IIF) file format to manually download the credit card transactions in your software. Thanks for checking in with us, Fiat recommended, importing a CSV file after March 31, 2022, is unavailable In QuickBooks Desktop for Mac.

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