So, QuickBooks can automatically download transactions up to a certain date when you connect your bank and credit card accounts. However, if you want to enter old transactions, can't find your bank, or connect it to QuickBooks, you can manually upload transactions. H...
On the other hand, you can also download a CSV file of your transactions from your bank and import them into the system to save more time. Moreover, you might want to scan these resources to help keep your transactions organized and ensure they match with your...
After the attempt to connect to Bank of America API fails, I try to shift my focus on make the user interact with the excel sheet of our transactions. The procedures are: The users download the transaction history from their banks(We use BofA as demo here.) The user upload their csv/xl...
In that situation you have to either update QuickBooks to the latest version or maybe use Bank2IIF or CSV2IIF converters depending on the file you have and import as IIF file instead of .QBO file. This can also take place if your bank account or credit car...