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I just started. i transfered my bank transactions. i sorted first month. all the transactions are in the received coloum. why?

 
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QuickBooks Team

I just started. i transfered my bank transactions. i sorted first month. all the transactions are in the received coloum. why?

Hi there, 

 

Connecting your bank account to QuickBooks Online is an awesome way to save time with your bookkeeping. Manually importing your transactions means that you'll have to map your CSV file so that it appears in the right column when entered into QuickBooks Online. I'll help you sort this out so that your transactions are showing correctly. 

 

Here's an article that will demonstrate the proper way to map your CSV file into QuickBooks Online: Import bank transactions using Excel CSV files. As you'll see in the article, there's two separate formatting options: a three or four column spreadsheet. Ensure you follow the template in order to accurately import your bank transactions. 

 

If you need to exclude transactions that were already imported, simply check off the box next to each transaction in the bank feed, then click Batch Actions > Exclude Selected.


I hope this helps. If you have any other questions about this, please contact our tech support team

 

Have a great day.