How do I add a cvs file of credit card transactions to quickbooks online?

Hello there, thomaslsaunders0. 

It's nice to see you in the Community. I'd be delighted to help bring in your credit card transactions via a CSV file. 

You can import these transactions using a CSV file through the banking menu. Here's how:

1. Go to Banking in the left navigation panel and choose Banking.
2. From the Update drop-down, select File upload.
3. Choose the Upload transactions manually if you’ve never connected an account.
4. Pick Browse and choose the file you downloaded from your bank and click Next.
5. From the QuickBooks Account drop-down list, select the credit card account and choose Next.
6. Map the statement fields based on your CSV file format and select Next.
7. Mark the check boxes of the transactions to import and choose Next.

Choose Yes when prompted whether you want to import now. Then, click Let’s go when the Import Completed notification appears.

For more details, check out the article below:

How to import bank transactions using Excel CSV files

That should do it! Let me know if you have other questions. I’m always ready to help!

When I upload my CSV spreadsheet, QBO reads them as CC Credit, why is that. Then I find myself having to delete and manually enter them 

@Perfalum520 

You can use csv2qbo converter tool as a workaround.

https://www.moneythumb.com/?ref=110

I’ve got the information you need on why your CSV spreadsheet was uploaded as CC Credit in QuickBooks Online (QBO), @Perfalum520.

CSV files for credit card accounts may display transactions in reverse. For example, deposits may appear as negative amounts because paying your credit card reduces your balance. Please know that not all banks create their CSV files the same way, so you'll want to make additional changes to get your transactions imported accurately.

You can highlight the content of your file and copy it straight into a blank spreadsheet to check the formatting and spot errors. This ensures you’ve chosen the right information and columns in the mapping stage. Doing all of these helps the program read your data correctly.

Since you already enter them manually, you can use these resources moving forward as a guide when performing the process and prevent issues:

• Import/export CSV files
• Format CSV files in Excel to get bank transactions into QuickBooks
• Common errors for importing bank transactions using CSV

The articles provide complete details about formatting and instructions for exporting and importing CSV files.

Additionally, here’s an illuminating guide that contains some frequently asked questions about importing data to QBO: Common questions about importing data.

If you have more questions about the process and how transactions are posted in the program, you can get back to this page anytime and add comments below. I’ll be here ready to help out. Take care always!