Skip to main content

How do I connect Soldo to the QuickBooks bank feed?

Permanently deleted user
  • Updated

You can easily enable the bank feed by following these steps:  

  1. Log in to QuickBooks Online 
  2. Under 'Transactions', select 'Banking' 
  3. Tap 'Connect account'
  4. Search Soldo and authorise 

Please note: Soldo supports up to three accounts, one for each of the currencies you have enabled. You will need to reauthorise the bank feed connection every 90 days. 

For more details, please click here - https://quickbooks.intuit.com/learn-support/en-uk/banking/connect-your-bank-feed-via-open-banking/00/439633 

 

You can also easily import transactions manually. Here’s how:

(Using OFX Format)

  1. In the web console, go to the Statements section under the Reports tab on the left. Select the date range you would like to export.
  2. Click the Export button on the right, select the OFX option, click the Export button and download the file. 
  3. In QuickBooks, go to the Banking section. Click on the File upload box on the right.
  4. In the next window, select Browse, choose the file exported from Soldo, select Open and then click Next in the right bottom right corner. 
  5. In the next window, use the downward arrow to find the QuickBooks account you want to import the transactions to. Select the Next button at the bottom right of the window.  
  6. All done. You have successfully imported your transactions to QuickBooks. Click the Let’s go! button in the right bottom right corner to complete the import. 

(Using CSV Format)

  1. In the web console, go to the Statements section under the Reports tab on the left. 
    Select the date range you would like to export. 
  2. Click the Export button on the right, select the CSV option, then select Comma delimited, click the Export button and download the file. 
  3. Open the csv file in an editor and remove the time from all values under the ‘Settled Date’ column (leaving only the date). Save and close the file. 
  4. On QuickBooks, go to the Banking section. Click on the File upload box on the right.  
  5. In the next window, select Browse, choose the file exported from Soldo, select Open and then click Next ion the right bottom right corner. 
  6. You will be asked to map the QuickBooks fields to the matching ones in Soldo. Choose the following options (Date => Settled Date [format as dd/mm/yyyy], Description => Description, Amount => Amount) and then click on the Next button.
  7. In the next window, you can select and deselect the transactions you want to upload to QuickBooks. Once you’re done, select Next.
  8. Click Yes in the popup window to confirm your selection.
  9. All done. You have successfully imported your transactions to QuickBooks. Click the Let’s go! button in the right bottom right corner to complete the import.

 

Check out this helpful video from QuickBooks’ YouTube channel for a demonstration of the above steps.

Related articles