Bank Statements

farmgirlkent69 · ‎May 05, 2020

Hi there

So, ive just followed the instructions to upload my bank statements (as my bank account won't allow me to direct feed into Quickbooks - Natwest Bankline), and I only seem to get four columns under quickbooks for date, narrative, credit debit. My problem is, Natwest CSV file has three columns for narratives which I really need all to get onto Quickbooks. Is there a simply way to do this or am I stuck with just the mandatory 4 columns.

Does anyone else bank with Natwest Bankline and have you managed to direct feed into Quickbooks?

Thanks so much

EmmaM · ‎May 05, 2020

Hello farmgirlkent69, If the CSV has 3 columns that's fine as long as they cover date, description, and amount (sometimes debit and credit shows in one column on the CSV). What you can do when uploading is select the mapping for the date, description and then when it comes to amount select amounts are in one column. More information on this can be found here.

View solution in original post

EmmaM · ‎May 05, 2020

Hello farmgirlkent69, If the CSV has 3 columns that's fine as long as they cover date, description, and amount (sometimes debit and credit shows in one column on the CSV). What you can do when uploading is select the mapping for the date, description and then when it comes to amount select amounts are in one column. More information on this can be found here.

HeatherBeardmore · ‎September 01, 2020

We use Quickbooks and Natwest Bankline and get direct feeds from our bank accounts and Natwest business credit cards .

Instead of accessing your transactions via Bankline just choose Natwest when you set up the feed.

gayatriluthfias20 · ‎September 02, 2020

Hi @farmgirlkent69 , may be you'll need data migrating tool (easier import/export) for further: https://transactionpro.grsm.io/qbo . Glad to assist you.

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