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jody-schobel
Level 1

When I attempt to upload a csv file from American Express, purchases end up in the received column and payments in the spent column. How do I fix this?

 
1 Comment 1
JasroV
QuickBooks Team

When I attempt to upload a csv file from American Express, purchases end up in the received column and payments in the spent column. How do I fix this?

Thanks for sharing the details with us, @jody-schobel.

 

You'll want to ensure you use the correct mapping in uploading your bank transactions to your QuickBooks Online (QBO) account.

 

QBO uses the 3-column or 4-column format in importing the CSV file. The 3 columns have the Date, Description, and the Amount of the transaction. While the 4 columns have a Date, Description, and both Credit and Debit column.

 

I've attached some images for visual reference. 2.PNG

You can also check this article for more details about importing bank transactions using Excel CSV file: Import bank transactions using Excel CSV files.

 

I'm also adding this article that you can use for future reference. This link provides detailed information in reconciling your account accurately: Reconcile an account in QuickBooks Online.

 

Do get back to me if there's anything else you need help with. I'm always here to back you. Have a wonderful day!

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