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Level 1

When uploading a CVS file for credit card, what do I chose for the online fields that QB is asking me to choose?

 
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Level 10

When uploading a CVS file for credit card, what do I chose for the online fields that QB is asking me to choose?

QuickBooks Online fields ask for Date, Description and Amount. For Amount field, you choose either 1 column or 2 columns. I prefer two columns CSV excel spreadsheet. 

 

For Credit Card upload, see sample screenshots below for reference.

Debit column is for Expense items

Credit column is for Payment items

 

(CAUTION: In QBO, they use the same "Map CSV columns" screen for both banking and credit card accounts.  If you're using 1 column Amount upload for credit card liability account, expense s/be the negative amount and payment s/b the positive amount.)

 

CSV_template1.PNG fileupload4.PNG fileupload5.PNG

 

 

 

 

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