how do i set up my 2019 QB Desktop to import or download client transaction directly from their bank account?

How do I import clients banks statement transactions directly into my quickbooks program?


Let's add your client's bank transactions to your account, garyswilliamscpa.

You'll need to connect the bank to your QuickBooks Desktop account in order to import the transactions directly from their online banking account.

QuickBooks supports two connection methods, Direct Connect and Web Connect

  • Direct Connect - Bank statements will be downloaded directly from the bank account.
  • Web Connect - Bank statements are added through a downloaded file.

For both connections, you'll need to ensure to have access to the internet and the bank that you'll need to connect offers services for QuickBooks.

Check the following article on how to set up and download bank feed transactions: Get started with Bank Feeds for QuickBooks Desktop

Keep me posted on how it goes and if you have follow-up questions about adding the bank by leaving a comment below. I'm always glad to help in any way I can. Have a great rest of the day. 

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