Let's make sure you'll be able to import successfully in QuickBooks Online (QBO),mazood-muhammed-.
Before we start, are you importing bank transactions using CSV? If so, you'll just have to map correctly the columns in your CSV to QuickBooks. Incorrect mapping will import your transactions incorrectly.
You have an option to indicate that the first row in the CSV file is a header row (a). This will usually be the case but double-check your CSV to make sure there isn’t data that needs to be imported in Row 1. You will also need to indicate whether your credits and debits are in one column or two columns (b). If your debits and credits are in separate columns, you will need to map those columns separately (c). Here's an article that you can go over: Format CSV files in Excel to get bank transactions into QuickBooks.
However, if you think your mapping is correct and yet, you're still unable to import, I suggest reaching out to our support team to investigate further. They have the necessary tools to pull up your account in a secure environment. Here's how to reach them:
- Select (?) Help.
- In the QB Assistant enter the topic you need help with. You can also enter questions.
- Select Contact Us to connect with a live support agent.
- Choose to Start a chat with a support expert. Live chat 24/7 (M-F).
For your reference, QuickBooks tries to match transactions with what you've entered, read this article for your guide: Categorise and match online bank transactions in QuickBooks Online.
Please touch base with us if you have questions about importing. Remember, we're here to get all things covered. Stay safe!
