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Level 1

Import a statement including ref

Hi,

 

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?

4 Comments
Moderator

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. 

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