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lnzandassociates
Level 1

How can do I format bank statement transactions to suitable to import into quickbooks? The bank statement is in excel format already but when I import i get an error.

 
1 Comment 1
TirzahC
QuickBooks Team

How can do I format bank statement transactions to suitable to import into quickbooks? The bank statement is in excel format already but when I import i get an error.

Let me share more details about importing bank transactions, lnzandassociates.

 

QuickBooks Online supports CSV formats when manually uploading bank transactions. I'm here to share them with you and ensure you'll be able to upload your bank transactions accordingly. To correct this, please make sure to follow the accurate format when preparing the file. There are certain factors to consider. 

  • Make sure the file is in a CSV (comma-separated values) format. 
  • Ensure to save your data as CSV or Comma delimited. 
  • Check the file for any blank areas. If there are some, delete them. Don't want any unnecessary spaces. 

There's a format you need to follow to import the data successfully. You can check this article to know more about the formatting: Format CSV files in Excel to get bank transactions into QuickBooks

 

Once you've successfully converted the statement, you can follow the steps in these articles on how to import them:

Keep us posted if you need anything else with importing bank data. I'm always here to help.