How do I import my bank or credit card transactions into QuickBooks?

UPDATED 01/28/2018

It all depends in which version of QuickBooks you have, so follow the instructions based on the version.

- Best Option: you can use the Batch Enter tool to copy/paste transactions into your bank or credit card register

You should upgrade to QuickBooks Accountant Edition. QuickBooks Price $499:
Use Coupon code: ACCOUNTANT to buy at $449 ($50 off)
Or, if you have the data in excel or CSV, you can use a data importing software called Transaction Pro Importer for $199 without needing to upgrade to Accountant edition
Another option, is to convert your bank transactions from CSV to .QBO format for $80 to be able to import via Bank Feeds! But, you do not have the data in CSV format, and you do have the PDF bank statements, you can do the same thing and convert your PDF to .QBO 2qbo Convert Pro+ for $299 (Note this converter for $299 can convert multiple formats: Excel, CSV, PDF, QIF, OFX to .QBO format!) step by step video explanation

If you have the data in excel or CSV, you can use a data importing software called Zed Axis for $199
But the BEST option, is to convert your bank transactions from CSV to .QBO format for $60 to be able to import via Bank Feeds! But, you do not have the data in CSV format, and you do have the PDF bank statements, you can do the same thing and convert your PDF to .QBO using 2qbo Convert Pro+ for $299 (Note this converter for $299 can convert multiple formats: Excel, CSV, PDF, QIF, OFX to .QBO format!) step by step video explanation

If you want one-on-one consulting on figuring out the best way to import your data, contact us @ 305-692-0001 to discuss options