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Level 1

How to import transactions from a CSV file and have the description column post into the payee column

When I used to import csv transactions into Expenses, the 3rd column (not the date or the amount) would import into Payee.  Now it only imports into Description forcing me to manually edit each transaction.  A real pain.  This started a few weeks ago- something changed. Anyone have an idea?   Thanks

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QuickBooks Team

How to import transactions from a CSV file and have the description column post into the payee column

Let me provide the information on how it works in QuickBooks Online, Louis88. 

 

QuickBooks Online uses the 3-column and 4-column formats. It includes Date, Description, and both Credit and Debit. Although you've selected Payee, the details will still be added in the Description field. 

 

 

 

 

You'll want to change or add the Payee details manually while categorizing the transaction. 

 

I'll share some articles that can help you:

If you have more questions, you can get back to this thread. We'll reply as soon as we can.

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