Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Hi there, @slef-suppliers.
I want to ensure you can successfully import your First National Bank data to QuickBooks Online (QBO).
Make sure you've selected the correct columns in the mapping stage. QBO can import CSV files that use either a 3-column or 4-column format. The file should contain the following information: Date, Description, and Amount.
See the sample screenshot below.
Here are the formats that you'll need to check:
If the file format is properly map, you can now import transactions again. Here’s how:
For the complete instructions and explanation, please browse through this article: Import bank transactions using Excel CSV files.
Once you've successfully imported the data, you can now assign the transactions to the specific category. For more information, please visit this article: Assign, categorize, edit, and add your downloaded banking transactions.
Keep me posted if you have other questions about QuickBooks. I'm always here to provide help. Have a good one.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here