jk-snip
Level 1
‎May 28, 2025 08:10 AM

Does anyone use SumUp with Quickbooks?

I am using SumUp as a payment method for my customers, for many years now. Unfortunately I am unable to find this as a bank within QBO; and trying to add this as bank, and manually import the statements is unsuccessful until now. Does anyone have the same issue?
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SIAB
Level 8
‎May 28, 2025 09:01 AM

Manage Customers and income

What file format do you need to import? csv, pdf or else?

 

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LouiseG
QuickBooks Team
QuickBooks Team
‎May 28, 2025 10:16 AM

Manage Customers and income

Manually importing the statements is the correct step since SumUp isn't recognized as a bank in QuickBooks Online (QBO), jk.

 

When downloading bank transactions to QuickBooks, ensure the data matches the required format. You can upload CSV files in either a 3-column or 4-column format, as these are the formats QuickBooks supports, and they must be in the specified order.

 

For easier mapping, you can do the following:

 

  1. Remove columns you do not need from your CSV to avoid any confusion. The columns QuickBooks requires are:

    • Date
    • Description
    • Amount
       
  2. Rename the columns in your CSV to match the titles in QuickBooks.

 

Also, keep in mind that the maximum file size is 350 KB. If the file is too big, shorten the date range and download transactions in smaller batches.

 

For detailed information, kindly visit these articles you can use to check the format of the CSV files and fix common errors:

 

 

Once your transactions are uploaded to QuickBooks, it's important to review and categorize them. Additionally, to maintain accuracy and avoid duplicates, I recommend regularly reconciling your account.

 

Remember that you can always reach out to the Community for more help when working with your banking transactions and performing tasks in QBO. We are always available to offer assistance whenever you need it.

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