Quickbooks Statement Import

Bank Statements for Quickbooks

Use Quickbooks for Business?

Save time by downloading your business account statements in Quickbooks (QBO) file format, then uploading transactions directly into your Quickbooks accounting software.

HERE'S HOW

1: Log into your Online Banking account

2: Click on "Accounts"

3: Click on "Reports"

4: Choose the account or accounts you want to download

5: Choose a date range and a transaction type

6: Under "File format type" choose QuickBooks (QBO)

7: Click "Download."

For instructions on how to upload account transactions into your version of Quickbooks, visit the Quickbooks Support website HERE.


Tanya Arbuthnot

VP, Human Resources