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Hello Agams
When you map the CSV to upload it, does it recognise the description column? Which bank is this for?
Thanks
Emma
Hello Agams
When you map the CSV to upload it, does it recognise the description column? Which bank is this for?
Thanks
Emma
Hi Emma,
Thanks for your response
The bank statements are in QBO format and the option to map does not appear. We are using QuickBooks Online
Regards
Agams
Hi Agams,
Could you please include a screenshot of the spreadsheet being uploaded and the information displayed when uploading and imorted, this will allow us to investigate further for you.
Thanks
Hi EdwardR,
We resolved the issue by extracting the statement as .CSV rather than QBO. This gave us the option to map the columns.
Thanks for your help and apologies for the delay getting back to you
Regards
Ags
Hi EmmaM,
Using CSV method allows us to map the columns and works!
Thanks for your help
Regards
Ags
Hello Agams
That is great to hear,I am glad this worked for you. Any questions in future feel free to reach out to us here at the Community!:)
Emma
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