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widescreenvp
Level 1

Does not import bank csv file

 
1 Comment 1
RenjolynC
QuickBooks Team

Does not import bank csv file

Let's work together and get your CSV file imported, widescreenvp.

 

An import will not be successful if there's a formatting restriction.

 

You can see the different types of formatting restrictions in this article: Import bank transactions using Excel CSV files. Scroll down to Formatting CSV files for import.

 

After your CSV file is formatted correctly, let's try to import again.

  1. Click the Gear icon located in the upper right-hand corner.
  2. Under Tools, click Import Data.
  3. Select Bank Data, and click the Browse button to upload the CSV file.
  4. Follow the on-screen instructions to map the fields.

Once done, you can start to match and categorise your bank transactions.

 

Please let me know if you need more help with importing in QuickBooks. Thanks.