
Prepare your CSV file for bank upload to QuickBooks
by Intuit•53• Updated about 2 hours ago
Learn how to check the format of the CSV file you got from your bank to upload transactions to QuickBooks.
This article is for customers who use QuickBooks Online or QuickBooks Sole Trader. |
Before you begin
If you're not connecting your bank and credit card account directly to QuickBooks, you can upload transactions manually using a CSV file. But before uploading, your file must follow specific formatting rules to avoid errors.
- Each bank’s CSV file format is different. Some may not work with QuickBooks if they don’t follow the required structure.
- Important note for QuickBooks Sole Trader customers: The upload process and file format are the same as QuickBooks Online, but the menu options and account names may look a little different.
Accepted CSV formats
QuickBooks can only import CSV files that follow one of two accepted formats: a 3-column or 4-column layout. Use the format that matches your bank’s export file.
Fix common CSV formatting issues
If your upload fails, we recommend you use this checklist to fix common issues before contacting support.
Upload your CSV file to QuickBooks
Once your CSV is correctly formatted, follow these steps to upload your transactions.
Need a visual guide? Watch this short video to see how to upload bank transactions from a CSV file into QuickBooks, step by step.
Still having issues?
If you’ve checked the formatting and removed special characters but the upload still fails:
- Try copying your data into a new spreadsheet following the correct format
- Re-save the file as a Windows CSV
If issues continue, contact QuickBooks support for help.
Sign in now for personalized help
See articles customized for your product and join our large community of QuickBooks users.