cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Everything you need to know about banking in QuickBooks Online - Discover more
farmgirlkent69
Level 3

Bank Statements

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 

Solved
Best answer May 05, 2020

Accepted Solutions
EmmaM
QuickBooks Team

Bank Statements

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

3 REPLIES 3
EmmaM
QuickBooks Team

Bank Statements

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
Level 2

Bank Statements

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
Level 7

Bank Statements

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

Need to get in touch?

Contact us