How to Import Banking to QuickBooks
Intuit QuickBooks is a software application that allows users to track their spending information in one place. In addition to standard accounting features such as automatic checkbook balancing and charting spending habits, QuickBooks is also capable of linking directly with the user's online bank accounts. Once linked, the user can then import his banking information directly into QuickBooks, where it can be analyzed and stored by the software.
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Instructions
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Left-click on "Banking" and then on "Online Banking Setup" from within QuickBooks.
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Select your financial institution from the list provided by double left-clicking on its name. Left-click on the "Web Connect" option and then left-click on "Next."
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Left-click on the "Website" button to be taken to your financial institution's website. Left-click on the "QuickBooks Web Connect" option on your bank's website. Left-click on the "Download Account Activity" button.
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Left-click on "File" and then on "Import" from within Quickbooks. Left-click on "From Web Connect." Navigate to your "Downloads" folder or the folder to which your web browser downloads files and left-click on the .qbo file.
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Select the QuickBooks account that you wish to associate with this data by left-clicking on the small check box beside the account name. Left-click on "Continue."
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Left-click on "OK" when QuickBooks finishes importing data.
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Tips & Warnings
If you cannot find the .qbo file, simply left-click on "Start" and then on "Search." Type ".qbo" into the search box, minus the quotes.
Not every financial institution will have an option that reads "Download Account Activity." The exact command may vary from bank to bank.
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