You will not be charged for any rejected statements. Import your statement in 3 steps Step 1 of 3 Upload your file. Select the CSV file option then email this file to yourself. If you would like to enable auto-matching of files to bank transactions in the future, follow the steps above and set the toggle to 'On'. Navigate to the Lists menu and click on the Bank Accounts tab. QuickBooks Desktop: In QuickBooks, enter a credit card or check. Add attachments to sales invoices, credit notes, quotes, estimates, customer receipts, purchase invoices, supplier payments, journals, other payments and receipts, or bank transfers to provide supporting information with your transactions. The concept behind the program lies in grouping expenses and income into . /*
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