![]() ![]() Just let me know by leaving a Reply below. Import bank transactions and credit card transactions into QuickBooks 2021-2023 and Quickbooks Online through the QBO format or the IIF format (all QuickBooks. Keep me posted if you still need further assistance with your file. After editing the file, try importing it again However, if the same thing happens, I recommend performing some basic troubleshooting steps to isolate the issue. ![]() Keep safe and have a great rest of the day! To learn more about this process, you can read this article: Format CSV files in Excel to get bank transactions into QuickBooks. ![]() Just let me know by leaving a Reply below. This is to make sure that you can still restore your data in case you run into problems or errors: Back up your QuickBooks Desktop company file. Also, make sure to create a backup company file before importing the file. Then, refer to the following article for detailed guidance on how to edit the IIF file: Export, import, and edit IIF files. Just click on the Download Kit button under the Download and install the. ![]() To know more about the codes or keywords that I'm referring to above and all the information needed to import your file successfully, check out this article: IIF Overview: import kit, sample files, and headers. Also, please take note that TRNSTYPE, ACCNT, and AMOUNT columns are required in the column headings for transactions. You can use the CCARD REFUND as the keyword or code for refunds you receive on credit card charges in your IIF files. I can share some information about the code that you can use with your IIF files, Lambert. ![]()
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