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Importing CSV Files
I'm trying to import bank transactions via csv files. I keep getting an error code and it won't work. It's for a CHQ account. I select DEBIT, CREDIT for the appropriate columns. I try and select BALANCE for the final one...but it doesn't give that option. And nothing I seem to do works. I can't see any errors in the info. What am I doing wrong?
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Hi,
You need to have only four columns: date, description, debit and credit. You should also check the date format in the csv file matches the format in QBO.
Thanks
Prachi