We can perform troubleshooting steps to import bank transactions via CSV file in QuickBooks Online (QBO), icamwproductions.
Different banks have unique formats for CSV files, which can prevent you from importing files from banks into QBO. If your bank doesn't support CSV files but offers Quicken (QFX), QuickBooks Online (QBO), or Microsoft Money (OFX), we can try to import your data and upload more than 90 days of bank transactions through Web Connect.
If they provide CSV files, we can upload CSVs in the following 3-column or 4-column format. These are the only columns QuickBooks can handle and this order. You can check out this article for more details on how to format your file correctly: Format CSV files in Excel to get bank transactions into QuickBooks.
If the same thing happens, we to make sure we choose the correct columns in the mapping stage since QBO is unable to read the data otherwise. Here's how:
- Delete columns you do not need from your CSV to avoid any confusion. The columns that are required by QuickBooks are:
- Change the names of the columns in your CSV to match the titles in QuickBooks.
For the steps and details, check out this article: Common errors for importing bank transactions using CSV in QuickBooks Online.
When your file is formatted correctly, follow these steps to upload them into QuickBooks Online.
Visit these articles that will help you categorize the uploaded transactions and reconcile your bank accounts in QBO:
We are always ready to back you up if you have any other concerns with managing your bank transactions or any QuickBooks-related concerns. Feel free to leave a comment on this thread. You have a good one.
