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Pedro10
Level 2
posted
‎November 19, 2018 04:15 PM
last updated ‎November 19, 2018 8:15 AM

Bank statements

Hello. I´m having troubles uploading bank statements because it gives me different values when i file.

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Best answer November 20, 2018
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Pedro10
Level 2
‎November 20, 2018 11:14 AM

Bank statements

Hi. 

 

I have done it, fortunately. It was a settings´s problem. I had to change those settings and than it worked. 

Thank you very much for your help and time. I´m sorry for spending it.

Thank you again,

 

Pedro

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EmmaM
QuickBooks Team
QuickBooks Team
‎November 20, 2018 11:59 AM

Bank statements

Hi Pedro

 

You are welcome. I am glad it is resolved any further questions let us know

 

Kind regards

 

Emma

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10 REPLIES 10
Anonymous
Not applicable
‎November 19, 2018 04:49 PM

Bank statements

Hi Pedro10,


Thank you for contacting the Community.

Sorry, I'm unsure what you mean. Could you maybe send me some screenshots of the issue you are having?

Thanks, Carly. :)

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Pedro10
Level 2
‎November 19, 2018 04:52 PM

Bank statements

Hi. Thank you for answer me.

Yes i will send you screenshots.

 

Tanks Pedro

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Anonymous
Not applicable
‎November 19, 2018 04:58 PM

Bank statements

Thank you, that will be very helpful. :)

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Pedro10
Level 2
‎November 19, 2018 05:09 PM

Bank statements

After that, this is what appears. I sent you another screenshot.

 

Thanks,Pedro

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EdwardR
QuickBooks Team
QuickBooks Team
‎November 19, 2018 05:28 PM

Bank statements

Hello Pedro,

 

That is quite weird how they are showing different amounts. Could you please include a screenshot of the spreadsheet data you are uploading in excel as well as the section where you map each column for QuickBooks Online. 

 

Thank you,

 

 

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Pedro10
Level 2
‎November 20, 2018 10:24 AM

Bank statements

Hello,

 

Yes i am sending you a screenshot.

By the way, continues without giving.

 

Thank you

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Pedro10
Level 2
‎November 20, 2018 10:25 AM

Bank statements

Hello,

 

Yes i am sending you a screenshot.

By the way, continues without giving.

 

Thank you

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EmmaM
QuickBooks Team
QuickBooks Team
‎November 20, 2018 11:01 AM

Bank statements

Hi

 

I have had a look at the screenshot and it looks like the columns need separating. Can you make sure each column has a separate header (date,description amount) and make sure the amount is  in a separate column as in the screenshot the entry is one long line and that there are no commas or hyphens as it does not like symbols

 

Then exclude the wrong amounts already uploaded to Quickbooks and upload the file again

 

Let us know if you have any more questions

 

Kind regards

 

Emma

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Pedro10
Level 2
‎November 20, 2018 11:14 AM

Bank statements

Hi. 

 

I have done it, fortunately. It was a settings´s problem. I had to change those settings and than it worked. 

Thank you very much for your help and time. I´m sorry for spending it.

Thank you again,

 

Pedro

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EmmaM
QuickBooks Team
QuickBooks Team
‎November 20, 2018 11:59 AM

Bank statements

Hi Pedro

 

You are welcome. I am glad it is resolved any further questions let us know

 

Kind regards

 

Emma

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