Welcome to the Community, @coachdennis.
I will share some useful information about mapping bank register entries from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO) using CSV or Excel files.
Each bank's CSV file format is different which means that you may not be able to import CSVs from certain banks because they don't have the format that QuickBooks requires. However, if your bank does not export to a CSV file, you can still upload your statements to QuickBooks Online using Quicken (.QFX), QuickBooks Online (.QBO), or Microsoft Money (.OFX) files, as long as they follow the required format.
At present, the ability to map date, number, type, payee, account, memo, payment, deposit, and balance in the data field of CSV is not yet available in QuickBooks. If you would like this feature to be added, I recommend sending a feature request in the Feedback section within QuickBooks.
Your feedback is valuable to us, and our product development team will review your suggestion and may consider adding it in future updates. To submit your suggestion, follow these steps:
- Select the Gear icon, then choose Feedback.
- Type in your product suggestions.
- Select Next to submit.
Moreover, if you have tried the steps mentioned in manually uploading transactions into QuickBooks Online but are still unable to import your file, here are a few things you can do to check for common errors for importing bank transactions using CSV in QuickBooks Online.
Let me know whenever you have more queries about bank register entries from desktop to online via CSV or Excel QuickBooks, coachdennis. We're always around to assist you further. Stay safe and well!
