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

What are the only categories needed to have on a CSV file to be able to import it on Quickbooks? Thank you

 
1 REPLY 1
ShangY
QuickBooks Team

What are the only categories needed to have on a CSV file to be able to import it on Quickbooks? Thank you

It depends on the type of data you’re importing to QuickBooks, @wellbeingbypatrick.

First, could you clarify what you mean by “categories needed”? Are you asking about the file format? If so, I’ll share examples of file formats compatible with QuickBooks.
 

For Bank Transactions, your CSV file must contain a minimum of three or four columns. 

The three-column format includes: Date, Description, and Amount.

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The four-column format includes: Date, Description, Credit, and Debit.

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You can also download the sample format within QuickBooks. 
 

Here's how:
 

  1. Go to the Gear icon and select Import data.
  2. Choose the type of data from the list.
  3. Click Import.

    image.png
  4. Select Download import guide or download CSV file sample.

    image.png

    If you mean something else, feel free to add your comments below.

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