Thanks for joining this thread, Gina. Let's review the format of your CSV files to ensure your transactions will show the appropriate debit/credit when uploading them into QuickBooks Online (QBO).
Before that, please be aware that if you're uploading CSV files for credit card accounts, transactions may be displayed in reverse. For instance, deposits may appear as negative amounts because paying your credit card reduces your balance.
Otherwise, let's exclude your bank transactions and review the format of your CSV files to ensure the entries will upload correctly. Here's how:
- Go to Transactions and click Bank Transactions.
- Select the account tile for the bank account.
- Go to the For Review tab.
- Put a checkmark beside the transactions you want to exclude and click Exclude.
Once done, review the format of your CSV file. Make sure to use either a 3-column or 4-column format. The 3-column has a Date, Description, and Amount line, while the 4-column includes the Date, Description, Credit, and Debit column. You may read this article for the complete details: Format CSV files in Excel to get bank transactions into QuickBooks.
When everything looks good, upload the file again to QBO.
Furthermore, I recommend reconciling your accounts in QBO to ensure your books are accurate and there aren't any duplicate transactions.
Stay in touch if you have additional questions about uploading your CSV files. I'll be more than glad to assist you further. Take care, and have a good one.
