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Level 1

How to import cvs.files with more than 3 columns

 
2 Comments
QuickBooks Team

How to import cvs.files with more than 3 columns

Hello, info-asiafamilil.

 

I'll share the steps to help you import your CSV file with more than three columns. 

 

Are you trying to import your bank transactions from a CSV file? Other than the usual 3-column format, we also accept files with four columns. Generally, it has the Date, Description, Credit, and Debit columns. 

 

Here's a sample screenshot on what it looks like: 

 

importcsv1.PNG

 

For the complete template guide, you can check this article: Import bank transactions using Excel CSV files.

 

When you're ready to import your file, here's how you can do it: 

 

  1. Go to the Transactions menu, then head over to the Banking tab.
  2. Click the Upload transactions button (if this is your first time), or select the Upload from file option under the arrow icon (beside Update). 
  3. Browse for your CSV file, then click Next.
  4. Choose the account where you want to put the transactions, then proceed with Next.
  5. Map your columns, then review your transactions. 
  6. Finish the import process. 

 

importcsv2.PNG

 

Are you trying to import your data such as customers, products, services, and vendors? The number of columns depends on what list you want to import. You'll want to download our sample files for each data as a guide. Here's how: 

 

  1. Click the Gear icon, then choose Import data.
  2. Choose the type of data you want to upload. 
  3. Click the download sample file link. 
  4. Compare the columns between the sample file and your CSV data. 

 

importcsv3.PNG

importcsv4.PNG

 

 

Read this article to learn more about moving your lists to QuickBooks Online.

 

Need help creating transactions, managing your lists, and running reports after importing your data? You can check out our articles for tutorials how. 

 

If you need help categorizing your bank transactions, please read this article for the guide: Categorize and match online bank transactions in QuickBooks Online.

 

I'm willing to share what I know again if you have other questions regarding QuickBooks Online. Just post here and I'll be there for you. 

Level 15

How to import cvs.files with more than 3 columns

@info-asiafamilil 

As another option, you may prepare the Bank Transaction data with the following template

TxnDatePrivateNoteCurrencyExchangeRateDepositToAccountEntityLineDescLineAmountAccount
28/07/2020Manual Feed  CheckingJane SmithMonthly Dues25Account1
29/07/2020Manual Feed  CheckingBank of the WestJuly Fees-15Office Expenses
30/07/2020Manual Feed  CheckingStaplesPaper for Copier-50Office Expenses
01/08/2020Manual Feed  CheckingTeddy JonesCharitable Contribution500Account1

 

then utilize the trial period of this importer tool

https:// transactionpro.grsm.io/qbo

 

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