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Total transactions:
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Deposits:
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Checks/CC:
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Needs review:
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Vendors loaded:
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Filter:
Deposit row
Check row
Credit card row
High >=75% confidence
Med 50–74%
Low <50% — needs check
| ✓ | Date | Bank Description | Payee | Type | Amount | Account (CoA) | Memo | Class | Check # | Conf. | Del |
|---|
No transactions match the current filters.
Export for QuickBooks Desktop
How to import into QBD Batch Entry:
- Open the exported Excel file below.
- In QBD: Accountant → Batch Enter Transactions
- Select Deposits, choose the bank account.
- Open the Deposits sheet, highlight rows A3 onward, copy.
- Right-click the first Date field in QBD → Paste.
- Repeat with Checks / Credit Card Charges.
- Items in red need Quick Add — verify, then Save Transactions.
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Deposits
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Checks / CC Charges