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Hello there, 1touchautorepair.
When transactions are already imported in QuickBooks Online, changing the amount columns from Money Received to Money Spent is unavailable. Though, you can delete the transactions and re-import them again by following these steps:
Once excluded, these transactions will show up in the Excluded tab, and that's where you can delete them:
Then, you can re-import the bank transactions again.
Here's an article for more information: Import Bank Transactions Using Excel CSV Files.
If you have any additional questions or concerns, please don't hesitate to reach out to me. Thanks.
No matter what I do, all of the transactions are imported into the "received" column. I am importing a csv file from Bank of America. The CSV file has all of the transactions in one column. I tried using the one column setting and all data was imported into the "received" column, including the purchases. I tried using the two column setting, and again, all of the data was imported into the received column. I tried switching the columns--still, the wrong column was imported into the received column ONLY. It does not seem to map anything into the "spent" column.
I can help you sort this out, @tamar1.
When importing your bank transactions using a CSV file, there's a certain format to follow.
If using the 3-column template, here's how it should look when mapping it in QuickBooks:
Meanwhile, if you're using the 4-column template, here's how:
Feel free to leave your comments below if you have other questions. I'm always here to help.
I think the problem is in your CSV, not with QB. BofA shows charges as positive amounts and payments as negative amounts in parenthesis.
See this link for more info: https://quickbooks.intuit.com/learn-support/en-us/bank-transactions/import-bank-transactions-using-e...
Here are some formatting restrictions for CSV files:
Thanks for the advice! $ and commas were throwing off my imported data! Great insight/suggestions.
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