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So I would say the most common question I get from my clients and colleagues fellow accountants and QuickBooks consultants is how do I get my bank transactions imported into QuickBooks so how do I get the transactions that are in my bank and put them into QuickBooks and this logical right nobody really loves to do manual data entry, so I want to show you step by step what are the different options out there on how to get the information into QuickBooks however what matters is how the data is formatted currently for example some banks allow you to download a dot QBO file often called web sometimes connect it's called an OE FX file so if your bank and most major banks have this if your bank gives you the ability from the bank's website to download a dot QBO so period QBO extension file that is the single best way to download the transactions because once you have a dot QBO file you can import it into QuickBooks desktop into your bank feeds, or you can manually import it into your QuickBooks Online into your online banking, and I'm going to show you examples of that later on now some banks do not have the ability to download the dot QBO file alternatively you can download maybe the bank statement in a PDF format, so you can download that that's great there's going to be a tool that I use for that, and I'll show you kind of how I do the PDF to QBO conversion sometimes the bank will allow you to download the transactions in a CSV format CSV means comma separated values which in a nutshell is how you can download the data in TXT open it in Excel you can actually make changes to it, and then you can use a tool which I'm going to show you is basically the same tool where I can go from CSV into dot quo now sometimes the bank allows you to download into dot if format which is the legacy quicken format and if your bank allows you to download quicken then great because the same tool that I used to convert everything to down QBO can also convert the if file so in a nutshell the best thing and obviously for free if you can download the dot quo file from the bank if you can't get a dot QBO file then Excel CSV if and PDF all those things can be converted into dot QBO which towards the end of the video I'll basically show you an example of actually putting that stuff into QuickBooks so just for example I'm in chase in the bank account, and I'm going to show you what it looks like in Chase now unfortunately I can't really show you an example for every single bank in the country and every bank is going to be different the website will look different the interface will look different however at the point where you get to choose the type of file that you're going to download that's what you'll have that choice, and you'll see what options your bank gives you, so I'm going to go into the bank account itself right, so it just usually use click on the bank account itself and somewhere in that screen you should see a button that says download or download transactions or...
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