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Level 2

I need to send you my CSV files from Venmo and Paypal from 2018

This is too ***** complicated! It should be so very simple.
3 Comments
QuickBooks Team

I need to send you my CSV files from Venmo and Paypal from 2018

Let me help you import these transactions into QuickBooks Online (QBO), @nolanneal.

 

When you the CSV file to manually upload your bank transactions, you'll have to make sure that its data is in correct format. This way, you can import them successfully into your bank register. 

 

There are two ways on how you can properly format your transactions when you create them in your Excel file. First, you can use the 3 column format. This will show the date on the first column, description on the next column, and amount on the last column. 

 

The other option is the 4 column format. This format has a Date, Description, Credit, and Debit column. You can check out this article for more information and review the format of the CSV file you got from your bank: Format CSV files in Excel to get bank transactions into QuickBooks.

 

In addition, you'll have make to sure that you're using an correct bank account when uploading these transactions. This way, they will be reported into your books once you're done reconciling them.

 

Once your transactions are in QuickBooks, it’s time to match and categorize them. They will go into your accounts after you review them.

 

The Community always has your back, so please let me know if you have more questions.

Level 2

I need to send you my CSV files from Venmo and Paypal from 2018

NO.  I will not do that. If Quickbooks online can get data from Paypal from a year back and I don't have to edit do anything - then WHY IN THE WORLD do I have to do so much work if I want to go back farther??? That's ludicrous. 

Level 15

I need to send you my CSV files from Venmo and Paypal from 2018

@nolanneal 

You may utilize a 3rd party app to do so.

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