- #Quicken for mac can i import from my checking statements online install
- #Quicken for mac can i import from my checking statements online upgrade
- #Quicken for mac can i import from my checking statements online trial
- #Quicken for mac can i import from my checking statements online download
I deliberately left "entertainment" out and I assumed everytime I withdrew cash, I used it for entertainment. I kept it to a few categories just to keep it simple and useful: groceries, auto, household, travel, clothing, utilities and a few more. I used to manually categorize my credit card bill and enter those amounts by hand when I paid the bill.
#Quicken for mac can i import from my checking statements online upgrade
It was a hard decision but after playing with quicken on xp and watching the upgrade history on the mac, I realized that Intuit was only going to do the minimal amount of work on quicken until a competitor rises. There must be a better way to do this, but I haven't been able to figure it out.įirst, I was a 10+ year quicken user on the mac. Also, my categories don't show up in my credit card account register, so that will make end of year summaries that much more tedious. My question is, is this the best way to do it? When I pay the credit card, I enter the transaction as a transfer from checking to my credit card account in Quicken, but it seems a strange way to do it, since it doesn't show in my Quicken bank account register as a payment, but rather as a transfer. I pay off the credit card every month, so there's no finance charge to keep track of.
#Quicken for mac can i import from my checking statements online download
So I decided to create credit card accounts in Quicken, so I can download my statements and have the info entered in automatically. But as I use my cards for more and more daily purchases, entering all the line items manually when I receive my statement has become a pain. I have no desire to use it for paying bills, as I do that either on my credit cards' or my bank's sites. I don't care about using it for tracking investments. In the past I've used it effectively as just a checkbook, entering all transactions manually. But now that I'm sort of starting fresh, I'm wondering if I can use Quicken more efficiently.
#Quicken for mac can i import from my checking statements online install
QBO file and changed the Bank ID number () to a supported bank ID, then selected that same bank in the "Online Banking Setup".With my recent upgrade to Snow Leopard, I took the opportunity to install some apps from scratch, Quicken among them. Second, in order to get a non-supported bank. QBO - and it appears to import correctly. QBO files are virtually identical, I was able to change the file extension of the.
#Quicken for mac can i import from my checking statements online trial
QBO file).Īfter a lot of research and trial and error I may have developed a work-around: QBO file (because the selected bank does not match the Bank ID in the. And if you try to fool the system and choose a different bank (a bank that you don't bank with), it will throw an error when trying to read the. And as far as I know, you cannot continue the process if your bank is not listed. Again please tell me if I'm wrong, but when I select "Downloaded transactions." it requires me to open "Online Banking Setup", which directs me to select my bank from the supported banks list. My bank (ETrade Bank) is not in the list of supported banks, and thus cannot be "set up". Various other community posts seem to confirm this.Ģ. QBX files are not recognized at all (greyed out in the finder). I have tried importing from the various File/Import menu options as well as from the "Downloaded Transactions" process, and in both cases. Please correct me if I am wrong, but as far as I can tell, Quickbooks for Desktop (QBD) does not support. However, I don't think this information is accurate.ġ. We'll always be right here to assist you. I've included this article in case you'll want to add and match transactions: Set Up And Use Online Banking (Mac).įill me in if you need further help.
Importing bank transactions is so easy in QuickBooks Desktop for Mac, oadslug.
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