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Level 1

CSV imported incorrectly


I am really hoping someone can help me. I had to delete my old quickbooks account and start over. When I did so only 3 months worth of the bank feed would load, so I downloaded the CSV's from my banks website into excel and saved them. When I input the 9 months worth of missing bank feed it all went under "retained earnings" and as "received" its not showing what was an expense or income etc, please please help me fix this! Thank you so much!


Amanda A

2 Comments 2
QuickBooks Team

CSV imported incorrectly

I’m glad you turn to the Community about your concern, mandy0915.

Let me help make sure your downloaded data are posted correctly in QuickBooks Online (QBO). We’ll have to exclude them and import the transactions again to resolve the issue.

The information we receive is dependent upon what your bank sends over to us. When importing transactions, map them properly to ensure they’ll show up to the correct column for Receive and Spent.

For the entries in QuickBooks Online (QBO), remove them first to prevent duplication. I’m here to help you through the process.

Here’s how:


  1. In QBO, navigate to the Banking or Transactions tab on the left panel and choose the Banking tab.
  2. Tap the Blue tile icon drop-down and pick your Financial Institution (FI) from the list.
  3. Go to the For review tab and tick the boxes for the entries you wish to remove.
  4. Press the Exclude button.


You can read through this article for more details: Exclude a bank transaction you downloaded into QuickBooks Online. It includes instructions on how to perform this task using a mobile device.

After cleaning up your records, let’s import the entries again into QBO. If you use the 3-column format, add a negative sign on the Amount column (-100) to mark the value of your transactions as Spent. 4 col.png For the 4-column template, Spent is entered on the Credits side, and Receive is on the Debit side.4 col.png

Here’s an article that covers all the details about the CSV template for bank data: Format CSV files in Excel to get bank transactions into QuickBooks. From there, you’ll learn how to refine the file format to ensure it's uploaded successfully.

Need more help on how to keep your entries in order, click here to view the resource. You’ll see the steps to classify downloaded bank information and match them to the ones in the online program.

Keep me posted below if you need further assistance with importing your transactions. I’m always ready to help and get this taken care of for you.

Fiat Lux - ASIA
Level 15

CSV imported incorrectly


Another option, utilize MT Online. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed.


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