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MasterShea5
Level 1

Importing CSV Files

I'm trying to import bank transactions via csv files. I keep getting an error code and it won't work. It's for a CHQ account. I select DEBIT, CREDIT for the appropriate columns. I try and select BALANCE for the final one...but it doesn't give that option. And nothing I seem to do works. I can't see any errors in the info. What am I doing wrong?

2 Comments 2
Fiat Lux - ASIA
Level 15

Importing CSV Files

Utilize the trial version of this converter or SlickConnect.

https://www.moneythumb.com/?ref=110

 

PrachiJoshi
Level 5

Importing CSV Files

Hi,

 

You need to have only four columns: date, description, debit and credit. You should also check the date format in the csv file matches the format in QBO.

 

Thanks

Prachi

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