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userduncanbinetfauve
Level 1

When I import a csv file containing transactions saved from my bank statement, quickbooks only displays income, not expenditure. Why is this and how can I resolve it?

 
4 REPLIES 4
GeorgiaC
QuickBooks Team

When I import a csv file containing transactions saved from my bank statement, quickbooks only displays income, not expenditure. Why is this and how can I resolve it?

Hi userduncanbinetfauve,

 

Thanks for joining us here on the Community. 

 

On the CSV that you're importing, are the amounts displayed in two separate columns for money in and money out? 

 

We've got a guide linked here which covers the formatting of the file and the steps to upload this which may be of use. 👩‍💻

 

 

userduncanbinetfauve
Level 1

When I import a csv file containing transactions saved from my bank statement, quickbooks only displays income, not expenditure. Why is this and how can I resolve it?

Hi

Indeed they are displayed in two separate columns

I have followed the guide but encountered the same issue - only 100 transactions downloaded and no expenses included

 

Santander only allow you to download a CSV file for 2020, I need the file for 2019-20. I therefore have to download the file in .XLS format and manually convert to CSV - when I do so, some of the formatting is lost

Is there a quickbooks specific conversion software that would be more appropriate?

Rubielyn_J
QuickBooks Team

When I import a csv file containing transactions saved from my bank statement, quickbooks only displays income, not expenditure. Why is this and how can I resolve it?

Thanks for getting back in here, @userduncanbinetfauve.

 

Currently, there isn't a specific conversion software that is appropriate for this matter. 

 

If you want to add transactions that are older than the ones QuickBooks originally downloaded, it’s a two-step process. You need to export the transactions from your bank and then import them into QuickBooks using your laptop or desktop. Please refer to this article for the detailed steps: Add older transactions to QuickBooks Self-Employed.

 

For additional information, feel free to check out this article: Manually import transactions into QuickBooks Self-Employed.

 

Post again here if you need more help. Have a great day and stay safe.

userduncanbinetfauve
Level 1

When I import a csv file containing transactions saved from my bank statement, quickbooks only displays income, not expenditure. Why is this and how can I resolve it?

Thanks for the advice!

If anyone's interested or digs up this thread, I found a quick way using a qif to csv converter - seems to work seamlessly with QB.

Cheers

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