Can someone help me with: I am trying to upload from Suntrust bank the year 2015 to Quickbooks, Does anyone know how I convert it to CVS format?
Hello there, lorileighlewis-g. I'm here to help you out.
You'll need to export first the bank transactions by logging in to the Suntrust bank. Then, follow the on-screen instructions to finish the download. Please take note that you can add transactions as far back as January 1, 2014.
Once done, you can either use the three-column format or the four-column format in the CSV file. To visualize them, please consider checking this article. This can be used as a guide in QuickBooks Self-Employed. Then, here's how to import them:
Go to the Gear icon.
Select Imports under Transactions.
Click import transactions.
Select Browse and find the file you downloaded from your bank.
You can check about creating a rule to categorize the transactions within your account.
Let me know if you have other questions. Take care always.