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A
Anonymous
December 21, 2018
Question

How do I map my columns to import .csv?

  • December 21, 2018
  • 1 reply
  • 10 views
No text available

1 reply

MJoy_D
MJoy_DQuickBooks Team
QuickBooks Team
December 21, 2018

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.

L
Lavin
April 12, 2021

How do you map the coumns before uploading it to quickbooks? Im having trouble with it as it keeps saying ihavent got the required comuns to upload.

M
MadelynCModerator
Moderator
April 12, 2021

I’m here to help you map the columns so data imports successfully to QuickBooks, @Lavin.


When mapping information, your field represents the headers on your spreadsheet. From each drop-down menu, you’ll want to select the one that matches a field in QuickBooks Online.


QuickBooks fields will vary based on each type of transaction. Our sample file shows you how to format your spreadsheet so it imports correctly. Here’s how:

 

  1. Select the Gear icon.
  2. Choose Import Data.
  3. Select a transaction type.
  4. Click Download a sample file link.


I’ve attached some screenshots for your visual reference:


This reference about importing data to QuickBooks will guide you through the process. It contains the information you need to make sure your data uploads correctly.


If you have additional concerns with the import process, just add a comment below. I’ll be here to help you out. Have a good one!

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