quickbooks unable to verify the financial institution

downloaded the demo - i need tool like this. But cannot use. Please send instructions since I got this error.
asked Jul 9, 2015 by anonymous

1 Answer

Hello Bert,

QuickBooks 2011 or earlier would not import QBO files.

You can do the following:

- use BANK2CSV to convert to CSV or Excel file
- in Excel, add the Category column and fill it with expense/income account names for each transaction
- use CSV2IIF to create IIF file from edited CSV/Excel file (close it in Excel first)
- import IIF file into QuickBooks (make sure to backup the QuickBooks company file first and do small batch to confirm the import)
answered Jul 9, 2015 by sergiy
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