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remon-remaalprop
Level 1

I cant get to import TB to QBO. Help please

 
2 Comments 2
IamjuViel
QuickBooks Team

I cant get to import TB to QBO. Help please

I'm here to help you sort this out, @remon-remaalprop.

 

Let me share some information to help you import your transaction into QuickBooks.

 

First, what is the exact error did you received during the importing process? This is for me to further check its root cause.

 

In the meantime, here are the factors to consider when importing your bank transactions:

  • Make sure the file is in a CSV (comma-separated values) format.
  • Ensure to save your data as a CSV or Comma delimited.
  • Check if the file has blank lines if it does delete them.
  • Please make sure to select the column header labels (from the dropdowns) that match the column header labels in your CSV file.
  • Your CSV file should contain the following information: Date, Description, and Amount. Here's how your file looks like when it's ready:

3 columns

User-added image

 

4 columns

User-added image

 

If your CSV file is mapped properly, you can try accessing your account on a private or an incognito browser. Then, try importing again. This allows you to browse the net without storing internet history and cookies. You can use any of these keyboard shortcuts:

  • For Google Chrome browser: Ctrl + Shift + N
  • For Mozilla Firefox browser: Ctrl + Shift + P
  • For Safari browser: Command + Shift + N

If it works in incognito, you'd want to clear the cache of your regular browser. This removes the history or log of sites so you can start with a clean slate.  Also, you can use another supported browser as alternatives. You can refer to these articles for more detailed steps in importing your transactions:

On the other hand, if you're referring to importing your Trial Balance, you can read through this article for the detailed steps: Import trial balances.

 

Know that the Community and I are always here to help if you have other questions or concerns. Have a great day ahead!

Fiat Lux - ASIA
Level 15

I cant get to import TB to QBO. Help please

@remon-remaalprop 

The best way to import a Trial Balance into QBO is with the import type Journal Entry.

NOTE: Any line in the import file that posts to an AR or an AP Account must reference a name (Customer or Vendor), and that name must already exist in the QBO company file.

https://transactionpro.grsm.io/qbo