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usersurewater406
Level 1

Quickbooks online banking transaction export for import into new quickbooks online company file?

why do the transactions export into a formate that needs to be adjusted in order to re-import?
2 Comments
GlinetteC
Moderator

Quickbooks online banking transaction export for import into new quickbooks online company file?

Let's work together so you can import bank transactions successfully, usersurewater406.

 

 I've listed our supported file formats below:

  • Comma-Separated Values (CSV)
  • QuickBooks Online (QBO)
  • Quicken (QFX)

To import your bank transactions, it must be formatted correctly. QBO can import CSV files that use either a 3-column or 4-column format. You can learn the detailed steps on importing transactions using CSV file in this article.

 

In case you'll encounter errors during the importing process, you can check out this link on how to troubleshoot common errors for importing bank transactions using CSV.

 

Learn more on how to import files in QuickBooks Online by checking out these articles:

Please don't hesitate to reach out back to us if you have follow-up banking concerns. The Community is here to help.

Fiat Lux - ASIA
Level 15

Quickbooks online banking transaction export for import into new quickbooks online company file?

@usersurewater406 

As an additional option, utilize the trial period of this migration tool.

https:// transactionpro.grsm.io/qbo

 

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