upload CSV bank statements from Capital One

2,631 views

We're trying to produce a QBO file using CSV2QBO to upload CSV bank statements from Capital One. However, it seems to have trouble coming up with the proper
bank ID. Do you have any suggestions for getting around this? We are very
keen to utilize this tool, but wouldn't be able to without this feature.

Thanks,

James

asked Feb 27, 2014 by anonymous

1 Answer

Hello James,

You can change the INTU.BID value (bank identifier for the QBO files) to your bank value on the Settings tab (click the Look Up button to locate your bank) . If your bank is not listed, you can keep default value 3000 (Wells Fargo) and create the QBO file. INTU.BID is only related to the QBO file itself so QuickBooks can import, but not related to actual account in QuickBooks - you will choose the account during import.
answered Feb 27, 2014 by sergiy
Welcome to Propersoft Q&A, where you can ask questions and receive answers from other members of the community.

Ask conversion expert:

I have:

I need to convert to or import into: