Hi there, pardoservices.
I'm happy to help you import your bank transactions into QBO successfully.
To clarify, did you receive an error when importing them in QuickBooks? If so, your file isn't formatted correctly, or the mapping of the fields is incorrect. Let me show you how to import them successfully in QBO. I've listed our supported file formats below:
- Comma-Separated Values (CSV)
- QuickBooks Online (QBO)
- Quicken (QFX)
If you're using a CSV file, make sure to enter the correct Date, Amount, Description. You can check out the samples from this article as your guide: Format CSV files in Excel to get bank transactions into QuickBooks.
If all details are in their accurate columns, you can now proceed with uploading your transactions. Here are the instructions for your detailed reference.
Once done, you can match and categorize them.
I'll be right here to keep helping if you have any other concerns or questions about banking.
