Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Solved! Go to Solution.
Hi
Thanks for your message.
As I do not have Excel I have been trying to reformat the date cells in Open Office with no success. However I just tried it will Google Sheets and it worked! Such a simple problem that has been giving me so much grief. For anyone else with this problem and you don't want to pay for Excel (which automatically reformats the date simply by opening the file in Excel and re-saving) then try opening in Google Sheets and reformat the date, then download as a csv file - works a treat.
Eleanor
Hi there, Eleanor.
Since your bank provides YYYY-MM-DD format in the Date column, you can change it to MM-DD-YYYY or DD-MM-YYYY format in your Excel file. Let me guide you how.
Before we proceed, please make sure to select the correct date format that matches your QuickBooks transactions. This way, you'll not receive any error when matching your transactions.
Here's how to change the date format in your Excel file:
Once done, I'm confident that you'll be able to import your bank transactions in QuickBooks Online successfully.
You can check out these article for your reference:
You might also want to read this article to learn how to match bank transactions: Match and Categorise your Downloaded Bank Transactions.
Please know that you can always get back to me if you have any other questions. It'll be my pleasure to help you.
Hi
Thanks for your message.
As I do not have Excel I have been trying to reformat the date cells in Open Office with no success. However I just tried it will Google Sheets and it worked! Such a simple problem that has been giving me so much grief. For anyone else with this problem and you don't want to pay for Excel (which automatically reformats the date simply by opening the file in Excel and re-saving) then try opening in Google Sheets and reformat the date, then download as a csv file - works a treat.
Eleanor
Thank you so much. This saved my life!
Please add the option to import "yyyy-mm-dd" format, so that we don't have to spend extra time changing the format. Thank you.
Hi there, shina.
Let me help you forward the date format option that you want to add in QuickBooks. You can send feedback about the feature that you want within your account.
Here's how:
Your valuable feedback goes to our Product Development team to help improve your experience in QBO. You can track feature requests through the QuickBooks Online Feature Request website.
I'm adding again this article when importing a CSV file: Format CSV files in Excel to get bank transactions into QuickBooks.
Here's also a link that provides the latest functions and features of your QuickBooks Online UK account: QuickBooks Updates.
Let me know if there's anything else you need by commenting below. I'm always right here to help manage your bank transactions.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.