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For now, importing accounts isn't part of the format, Ellen1332.
We use the CSV file to upload transactions from the bank feed. It has two formats which are the 3-column and 4-column formats.
The 3-column format. This format has a Date, Description, and Amount column.
The 4-column format. This format has a Date, Description, Credit, and Debit column.
As we can see, accounts are not included in the two formats. Thus, we're unable to import accounts together the credit card transactions. Still, I'd like to clarify if you have manually imported or linked your credit card account in QuickBooks.
Also, if you mean to upload or put the transactions in a specific account in QuickBooks, select the QuickBooks account dropdown arrow during the import process. I'll show you how:
- Go to the Transactions menu.
- Select Bank transactions, or go to Bank transactions.
- Click Upload from file.
- Select Browse and then select the file you downloaded from your bank. Then select Next.
- In the QuickBooks account dropdown, select the account. Then select Next.
On the other hand, if these are categorized transactions, we can undo and exclude them. Then, re-import. We can visit this link for more details: Unmatch downloaded bank transactions or move them to another account. From there, we'll learn how we can correct imported transactions account by manually moving downloaded transactions to another account.
To manage your bank data from time to time, we can check the articles below:
- Set up bank rules to categorize online banking transactions. We can use this feature to automatically categorize transactions from your bank.
- Reconcile an account in QuickBooks Online.
If you're referring to something else, please let me know. I can provide more details about it. If you have questions about handling bank data in the program, I'm always here for you. Take care!
