We need to double check your file format and make sure to choose the correct columns in the mapping stage, Claus.
Before importing your file into QuickBooks, follow these steps to make sure it’s formatted correctly:
- Delete any columns in your CSV file that you don’t need. This will help avoid confusion during the mapping process. The required columns for QuickBooks are:
- Make sure the column names in your CSV to match the titles in QuickBooks.
- Remove any special characters in your file (like @, #, %, etc.), as they can cause errors. Use Excel’s "Find and Replace" tool to do this quickly.
- Ensure the dates in your file align with the format you’ve chosen for QuickBooks mapping, preferably dd/mm/yyyy.
- In the Amount, Credit, or Debit columns, clear out any cells with zero values and leave them blank instead.
- Make sure the Description column only contains text and doesn’t include numbers.
For additional tips on identifying formatting issues with CSV files, you can check out this article: Fix common CSV formatting issues.
When your file is formatted correctly, follow these steps to upload them into QuickBooks Online.
Once you've successfully imported your file, categorise your transactions to ensure everything is accurate.
If you have more questions or concerns, please leave a reply below and we'd be glad to further assist.