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wllafollette
Level 1

Importing income and expense amounts are opposite of what they're supposed to be (income is negative, expense is positive) I confirmed the headings are correct

I noticed a few changes this month to import a file, but confirmed headings are correct
1 Comment 1
Rasa-LilaM
QuickBooks Team

Importing income and expense amounts are opposite of what they're supposed to be (income is negative, expense is positive) I confirmed the headings are correct

I’ve got you covered, wllafollette.


We’ll have to check the CSV format and make sure it’s the right one. This is to ensure your transactions are imported correctly.


When importing bank transactions, QuickBooks can use CSV files with either a 3 or 4 columns format. Also, utilize the right template and check the mapping before bringing the data into QuickBooks Online (QBO).


Let me share this article for more details: Format CSV files in Excel to get bank transactions into QuickBooks. It includes instructions on how to fine-tune the file format.


To rectify the issue, exclude the entries in the For Review screen. Then, import them again. I’ll help show the steps on how to perform this task.

 

  1. Press the Banking menu on the left panel and choose the Banking tab.
  2. Select the account you’re working on and tick the boxes for the income and expense transactions.
  3. Tap the Exclude menu to move the entries to the Excluded tab.exclude.png

 

You can browse through this write-up to learn more about the process: Exclude a bank transaction you downloaded into QuickBooks Online. It outlines the complete steps on how to remove imported data when using a mobile device.


Also, this guide contains solutions on how to fix the following: Common errors for importing bank transactions using CSV.


Keep me posted in the comment section if you have additional questions about importing data to QBO. I’ll be glad to assist further. Have a great rest of the day.

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