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doug-evw
Level 1

Is it possible to import only withdrawal transactions from the bank?

 
1 Comment 1
DivinaMercy_N
Moderator

Is it possible to import only withdrawal transactions from the bank?

Hi there, @doug-evw.

 

Yes, you can! Make sure that the file you are importing only consists of withdrawal transactions.

 

Here's how to import file to QuickBooks Online (QBO):

  1. Prepare your .CSV file.
  2. Sign in to your QBO account.
  3. Select the Banking menu, then hit File Upload.
  4. Click Browse and choose the .CSV file.
  5. Select Open, then click Next.
  6. Choose the account from the QuickBooks Account drop-down, then Next.
  7. Select a Date and a date format.
  8. Choose the Description and Amount statement fields.
  9. When you are ready, click Next (all transactions in your .CSV file will show. Clear the checkbox next to the date, if you'd like to exclude transactions.).
  10. Click Next then, select Yes to import now and click Let's go!

You can also check this video article for your reference in importing bank transactions to QBO: https://quickbooks.intuit.com/learn-support/en-us/bank-transactions/import-bank-transactions-from-cs....

 

I've attached here also a helpful article link to guide you in reconciling your account in QuickBooks Online: https://quickbooks.intuit.com/learn-support/en-us/banking-topics/reconcile-an-account-in-quickbooks-....

 

Let me know how it goes and leave a comment if you have further questions. I'll appreciate the opportunity to help. Stay safe and take care!

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