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blue481805
Level 1

What is the .cvs format for uploading

Im trying to upload from square payroll .cvs
2 Comments 2
Adrian_A
Moderator

What is the .cvs format for uploading

Good day, blue481805.

 

You'll have to ensure that the Date, Description, and Amount columns on the CSV match the columns and order in QuickBooks. 

 

You can manually upload the transactions through the Imports tab. Let me guide you how:

 

  1. From the Gear icon, select Imports.
  2. Select Import older transactions.
  3. Select Browse and find the file you downloaded from your bank.
  4. Click the file and select Open to start the import.
  5. Review the column headers and data. 
  6. Select Continue to complete the import.

 

Once done, you can categorize them to ensure they're in the correct accounts. Here's an article as your guide: Review downloaded transactions.

 

You can always find me in the Community if you need more resources in categorizing items.

Fiat Lux - ASIA
Level 15

What is the .cvs format for uploading

@blue481805 

Need to clarify first. Do you need to import a payroll data into a QBSE account?

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