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jonathan35
Level 2

Migrating to QBO. BofA isn't importing. My credit card, I can't import with QBO. Used CVS. All transactions came in as Received not Spent. How do I fix it?

 
Solved
Best answer April 11, 2020

Best Answers
Jovychris_A
QuickBooks Team

Migrating to QBO. BofA isn't importing. My credit card, I can't import with QBO. Used CVS. All transactions came in as Received not Spent. How do I fix it?

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:

  1. Go to Transactions on the left panel.
  2. Select Banking and then choose For Review.
  3. Check the box of each transaction.
  4. Click Batch actions and then Exclude selected.
  5. Select Excluded.
    1.PNG
  6. Check the box and then click Batch actions.
  7. Choose Delete and hit Yes.

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!

View solution in original post

2 Comments 2
Jovychris_A
QuickBooks Team

Migrating to QBO. BofA isn't importing. My credit card, I can't import with QBO. Used CVS. All transactions came in as Received not Spent. How do I fix it?

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:

  1. Go to Transactions on the left panel.
  2. Select Banking and then choose For Review.
  3. Check the box of each transaction.
  4. Click Batch actions and then Exclude selected.
  5. Select Excluded.
    1.PNG
  6. Check the box and then click Batch actions.
  7. Choose Delete and hit Yes.

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!

View solution in original post

jonathan35
Level 2

Migrating to QBO. BofA isn't importing. My credit card, I can't import with QBO. Used CVS. All transactions came in as Received not Spent. How do I fix it?

Thank you for the reply Jovychris_A, I appreciate it.  

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