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lorileighlewis-g
Level 1

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?

 
1 Comment 1
SarahannC
Moderator

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:

 

  1. Go to the Gear icon.
  2. Select Imports under Transactions.
  3. Click import transactions.
  4. 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.

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