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Thanks for posting to the Community, @jonathan35.
If you use the 3-column template, make sure that it has a negative sign on the Amount column (e.g. -100) to mark the value of the transaction as spent.
Besides, if you use the 4-column template, spent should on the Credits side and received is on the Debit side.
It will ensure the transactions are in order.
If you want to remove the incorrect transactions, you can Exclude those items first and then Delete it under the Excluded tab in Banking.
Let me show you how:
I've added an article as your reference on how to import bank transactions in QuickBooks Online: Import bank transactions using Excel CSV files.
Also, yoo can refer to this article on how to categorize the transactions you have uploaded: Assign, Categorize, edit, and add your downloaded banking transactions.
Please let me know if you need further help. I'm always here to guide you. Have a good one!
Thanks for posting to the Community, @jonathan35.
If you use the 3-column template, make sure that it has a negative sign on the Amount column (e.g. -100) to mark the value of the transaction as spent.
Besides, if you use the 4-column template, spent should on the Credits side and received is on the Debit side.
It will ensure the transactions are in order.
If you want to remove the incorrect transactions, you can Exclude those items first and then Delete it under the Excluded tab in Banking.
Let me show you how:
I've added an article as your reference on how to import bank transactions in QuickBooks Online: Import bank transactions using Excel CSV files.
Also, yoo can refer to this article on how to categorize the transactions you have uploaded: Assign, Categorize, edit, and add your downloaded banking transactions.
Please let me know if you need further help. I'm always here to guide you. Have a good one!
Thank you for the reply Jovychris_A, I appreciate it.
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