Import Deposit Information from Excel into QuickBooks Online

Hello, SG528. In QuickBooks Online, deposits are imported as bank data using a CSV file. When doing so, you can map the date, description, amount, and check number.

However, the mapping process does not include Chart of Accounts codes since you need to categorize the deposits after uploading.

Feel free to reply if you have more questions about importing deposits into QuickBooks. I'm here to help.

Can the mapping be saved or do we need to map each time we import?  Will the deposits be a single deposit for each line in the spreadsheet or as one deposit with multiple lines?

Hi there, SG528. Currently, QuickBooks Online(QBO) does not have a feature to save a custom mapping template for CSV imports. This means you'll need to manually map the columns each time you upload a new file.

Regarding your other question, one line is equivalent to one deposit. QuickBooks treats each individual row on your spreadsheet as a separate deposit transaction.

If you have a single deposit that needs to be broken down into multiple categories or customers, you can split the transactions within your Banking feed in your QBO account after the import is complete. 

Don't hesitate to reply here if you need anything else related to QuickBooks. We're here to help.

Hello SG528,

I just wanted to follow up to check if the resolution we provided helped resolve your issue. Please let us know if everything is now working as expected or if you’re still experiencing any problems.

We’ll be glad to assist further if needed.

The import worked for a single line deposit. The deposits we would like to import are multiple entries like the one pictured.  How do we import the data so that a deposit would contain multiple entries/lines?

The import worked for a single line deposit. The deposits we would like to import are multiple entries like the photo instead.  How do we import the data so that a deposit would contain multiple entries/lines?

Thanks for the reference, @SG528. The option to import a deposit containing multiple line items is currently unavailable, as the system only supports one line per transaction. As my colleague RhoiceW suggested, you can split the imported deposit after it's in the system. Alternatively, you can manually enter the deposit with multiple entries directly into QuickBooks.
 

Here is a preview of the split deposit, as well as what you'll see after clicking Edit to view the multiple entries:

Please let me know if you have any other concerns. I’m always here to help!

Try using the importer as a workaround.

https://get.transactionpro.com/qbo

Thank you for the suggestion.