When importing a CSV file into QuickBooks Online, ensure it is properly formatted and accurately mapped to the correct fields, accounts 628.
We can use either the 3-column or 4-column format, and make sure the following conditions are met:
- Leave cells blank instead of entering zeroes.
- Correct any transactions that display numbers in the Description column.
- Remove the word "Amount" if it appears in the Credit or Debit column headers.
- If you're using a Mac, save the file as a Windows-compatible CSV file.
- Keep all dates in a consistent format. We recommend using dd/mm/yyyy.
- Some banks include the day of the week in the Date column (e.g., 20/11/2018 TUE). Be sure to remove it before importing.
Note that CSV files for credit card accounts often list transactions in reverse order. For instance, deposits appear negative because paying down your credit card reduces its balance. To ensure proper handling of these transactions, select the credit card account (not a standard bank account) when uploading the file to QuickBooks Online.
Please don't hesitate to reach out if you have any additional questions or need further assistance.
