Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Need help with 1099's or other Year End topics? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
Showing results for 
Search instead for 
Did you mean: 
Level 1

Import a statement including ref



I have imported a bank statement for a client, quickbooks did not give me the option of importing additional columns apart of Date, Name (description) and Amount, i need an additional column for ref (e.g. invoice #, loan, deposit) as well cheque #.


Any experience with this?


Import a statement including ref

Hello there Books_Plus,


We're unable to add an additional column for the invoice number, loan, deposit, and the cheque as well. The supported columns are: Date, Description,and the Amount (Credit and Debit). 


As a workaround, you'll want to enter the details manually after importing the file.


I found a helpful article about importing bank transactions using Excel CSV files.


Don't hesitate to click that Reply button if you have other concerns. Have a wonderful day!

Level 1

Import a statement including ref

Thanks for your answer. 


Has QuickBooks got any plans to change / update it? Its quite a basic feature.

Level 1

Import a statement including ref

Would i be able to upload more information / columns if i use one of the other upload methods - Quicken (QFX), QuickBooks Online (QBO), or Microsoft Money (OFX) ?

QuickBooks Team

Import a statement including ref

Hello there, Books_Plus.


Thanks for getting back to us. Allow me to help and provide some additional information about importing bank transaction in QuickBooks Online (QBO).


The information provided by colleague AdrianRose_A is correct. Even if you're using a third-party application, there isn't an option to add more information/columns since QBO standard of importing CVS file used either 3 or 4-columns format only.


For now, you may want to consider the workaround provided by my colleague on her post above.


I can see how this feature would be helpful for you, I'd recommend sending feedback directly to our product developers for future updates.

Here's how you can send feedback: 

  1. Click the Gear Icon.
  2. Select Feedback
  3. Click Next and choose Feedback under Category option.
  4. Select Save.

I also added some articles for additional reference: 

Please know that you're always welcome to post if you any other concerns. Community team will always here for you. Have a good one. 

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us