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louis88
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

4 Comments 4
Kristine Mae
Moderator

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.

bbahara
Level 2

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

Did you ever get an answer to this?  It's crazy.

JamaicaA
QuickBooks Team

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

I appreciate you following up on this thread, @bbahara. I've got clarification about importing Payee to QuickBooks Online.

 

I understand that you've added a column for your Payee on your file. However, it's currently unavailable when uploading it to QuickBooks. This is because it will automatically populate the Description field.

 

You'll want to share your idea about adding a QuickBooks field with our Product Developers. This way, the Payee column itself will be read after the mapping stage.

 

Here’s how:

 

  1. Go to the Gear icon.
  2. Under the Profile column, select Feedback.
  3. Enter your suggestions, then click Next.

 

Please know that we’re unable to provide a specific time frame as to when this feature will be available. You'll want to visit our blog to keep up with our recent events and developments.

 

In the meantime, you can check out these articles that can be helpful in the future:

 

 

For future reference, you can review bank and credit card transactions after you download them. You can go through this article: Categorize and Match Online Bank Transactions in QuickBooks Online.

 

Please come back if you need any further assistance with this process. The Community is always here to help. Take care. 

bbahara
Level 2

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

This is just nuts.  I'll just go back to the desktop version where this works just fine.

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