Hello, @Cas5.
You can import the transactions using a CSV file. Let's perform some troubleshooting steps so you'll be able to import your bank transactions.
First, can I verify what specific bank are you trying to download transactions to QuickBooks Online? This way, I can provide accurate solution to help resolve your bank feeds concern.
In the meantime, here are the formatting restrictions that you'll need to check before importing the CSV file.
- Special characters are not allowed.
- Zeros (0) are not allowed anywhere in the file ($0 should be left blank)
- Correct any transactions that display an amount in the Description column
- Remove the word amount if it appears in the name of the Credit or Debit column (Credit amount and Debit amount are incorrect)
- MAC users must save the file as a Windows CSV file
- Correct and standardize the Date format to a single format (for example, dd/mm/yyyy)
- Some banks provide the day of the week and include it in the Date column (for example, 20/11/2018 TUE in column A) which is not an acceptable format.
If your CSV file meets the do's and don'ts above, try importing it again. You can read through this article for more detailed steps: How to import bank transactions using Excel CSV files.
You can check this short video clip for visual reference on how importing works:
Also, to learn more about recording your bank transactions in QuickBooks, you can read through these articles:
Feel free to visit us here in the Community if you have other questions. I'm always here to help.
