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Anonymous
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How do I map my columns to import .csv?

 
1 Comment
QuickBooks Team

How do I map my columns to import .csv?

Thank you for posting, user14808.

 

I can help you with mapping your columns to import a CSV file. 

 

To import a .csv file you must use either a 3-column or 4-column format. A 3-column format must have a  Date, a Description and the Amount of the transaction. A 4-column has a Date column, a Description column, and both a Credit and a Debit column.

 

On the Map CSV columns window, you'll have to match the QuickBooks Online fields (Date, Description and Amount) to your statement fields (the columns in your CSV file).

 

You can check this how to import bank transactions using Excel CSV file article for more information. 

 

That should do it! If you need anything else about mapping your columns, please don’t hesitate to leave a comment below. I'm always here to help. Have a good day.

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