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Everything you need to know about connecting your bank and credit cards in QuickBooks Online
accountwell
Level 1

Bank file imported in full in error. How do we either delete the entries not required or delete the imported file from the bank and start again?

 
1 REPLY 1
JasroV
QuickBooks Team

Bank file imported in full in error. How do we either delete the entries not required or delete the imported file from the bank and start again?

Hi there, @accountwell.

 

Let's work together and import your bank file to your QuickBooks Online (QBO) account. Can you share with me the error message you received? This way, I can check here on my end if there are any related issues. Additional details are appreciated.

 

In the meantime, you'll want to ensure your bank file is in a CSV file format. This way, we can smoothly import your bank file in your QBO account. QBO import CSV file that uses either a 3-column or 4-column template.

 

The 3-column template has a column for the Date, Description, and the Amount. 2.JPG

While the 4-column format has a column for the Date, Description, and both a Credit and a Debit column. 1.JPG

Here's an article you can read for more details in importing your bank transactions using an Excel CSV file.

 

On the other hand, I got you this article for additional reference in importing your bank transactions to your QBO account: Manually upload transactions into QuickBooks Online.

 

Let me also add this article that can guide you in reconciling your accounts effectively: Reconcile an account in QuickBooks Online.


You can always get back to me whenever you need help with your QBO account. I'll be around to help you anytime. Have a great day and take care!

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