Hi there, Paul 43.
Thank you for coming back and for providing additional clarification on the issue. I'm here to help and provide some additional information about importing bank transactions in QuickBooks Online (QBO).
As mentioned by my colleague above, you'll need to make sure that you match the columns on the file with the banking fields in QuickBooks correctly. That said, uploading bank transactions in the QuickBooks that combine the date/description in the same column is unavailable. I'd suggest separating them in different columns.
QuickBooks Online can import CSV files that use either a 3-column or 4-column format. The 3-column template has columns for the Date, a Description of the transaction, and the amount of the transaction. Then, The 4-column template has a Date column, a Description column, and both a Credit and a Debit column. For additional information, you can click this article: Import bank transactions using Excel CSV files.
After that, you can now follow the steps shared above on how to import transactions from a CSV file.
Once your entries imported, I recommend categorizing and matching the transactions to the existing entries in QBO. Doing so will help ensure your financial records are accurate. Just go to the For Review tab to complete this task.
Please refer to this article to see steps on how to fix different banking errors: What to do if you see a bank error or bank transactions won’t download.
As always, you can reach back out if you have further questions about importing transactions in QuickBooks Online. I’d be happy to answer it for you.
