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Everything you need to know about banking in QuickBooks Online - Discover more
accounts438
Level 1

Hi can you help me to convert my file to CVS ? I still can't upload the manual transaction

 
2 REPLIES 2
AlexV
QuickBooks Team

Hi can you help me to convert my file to CVS ? I still can't upload the manual transaction

Hi accounts438.

 

Let me show you how you can upload your bank transactions.

 

If it is is an Excel file (XLSX or XLS), you can save it as CSV. Simply select the CSV (Comma delimited) as the Save as type. 023384c9-90e9-4fe0-b746-22a1275d0338.default.png

 

You can also visit the Apps tab. From there, you can search for a third-party bank importer app or a file converter. Additionally, here's how to format CSV files in Excel to get bank transactions into QuickBooks.

 

Once everything's fine, you can now upload it into QuickBooks Online.

 

Keep on posting here if you have other questions. Have a great day!

Fiat Lux - ASIA
Level 15

Hi can you help me to convert my file to CVS ? I still can't upload the manual transaction

@accounts438 

Utilize the trail period of an importer tool as a workaround.

https://transactionpro.grsm.io/qbo

 

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