Forum Moderators: buckworks

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Banking Online Version of Quickbooks

eliminate the export import task

         

Drum

3:42 pm on Aug 26, 2008 (gmt 0)

10+ Year Member



I have to export my online banking info from Wells Fargo in to Quickbooks each time and then categorize each entry.

Shouldn't Wells Fargo come up with an online version of QB on their own so I can eliminate the export/import step?

Does anyone have a bank that does this?

rocknbil

7:02 pm on Aug 26, 2008 (gmt 0)

WebmasterWorld Senior Member 10+ Year Member



I'm pretty sure this is a problem with Quickbooks, not your bank, if it's the same as the problems importing inventory items. The IIF files will import, but those values really rely on other functions within Quickbooks to register the categories.

Previous discussion [webmasterworld.com] involving imports in QB - using Retail 2007 as the example.