The quickbooks program can't connect to the intuit server, so it never "updates" itself into obsolescence. If you install QB 2019 desktop on a Windows machine that *NEVER* connects to the internet, you can forever use these features, like importing IIF and Webconnect files. (When I want to find a transaction now I almost always go to the excel file first) I wasted a lot of time going back through and correcting the bad matches. The auto-match transactions in QB only seemed to work half of the time.
I grumbled at the task initially, but honestly I find going through my transactions in excel better than the bank feed. It’s a similar process for all the apps that import bank data. (Not endorsing them specifically but they do have good tutorials and good support). Do a Google search for transaction pro CSV import. Most of the 3rd party tools have tutorials. Not a big deal (I just make them a red color in excel once I’ve imported them so I know what’s been imported.)
qbo file where you just download all transactions and QB figures out where you left off last time, you will need to select the specific transactions you want to import each time.
You’ll need to (one time) set up the importer so it maps the correct columns of the CSV to your QB file (date, amount, account, etc).
They’ve already got you into the subscription model, so CSV import is likely much less threatening to them with QBO.Īnyway to your question on how to import CSV: you’ll need a 3rd party importer as mentioned earlier in this thread. That’s IMO why it’s never been implemented in desktop. They are probably quite aware a CSV import would kill this incentive. Importing bank data (bank feeds) has always been a feature they disable every 3 years and one of the main drivers of purchasing the newer versions to make it work again. First off, quickbooks desktop has never allowed CSV import of transactions.
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