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Level 1

How do I add a cvs file of credit card transactions to quickbooks online?

 
1 Comment
QuickBooks Team

How do I add a cvs file of credit card transactions to quickbooks online?

Hello there, thomaslsaunders0. 

 

It's nice to see you in the Community. I'd be delighted to help bring in your credit card transactions via a CSV file. 

 

You can import these transactions using a CSV file through the banking menu. Here's how:

  1. Go to Banking in the left navigation panel and choose Banking.
  2. From the Update drop-down, select File upload.
  3. Choose the Upload transactions manually if you’ve never connected an account.
  4. Pick Browse and choose the file you downloaded from your bank and click Next.
  5. From the QuickBooks Account drop-down list, select the credit card account and choose Next.
  6. Map the statement fields based on your CSV file format and select Next.
  7. Mark the check boxes of the transactions to import and choose Next.

Choose Yes when prompted whether you want to import now. Then, click Let’s go when the Import Completed notification appears.

 

For more details, check out the article below:

 

How to import bank transactions using Excel CSV files

 

That should do it! Let me know if you have other questions. I’m always ready to help!

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