cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
Announcements
Want an expert to help you set up your QuickBooks Online? Find out how: Click here
albernard120579-
Level 1
posted
‎July 13, 2023 11:34 PM
last updated ‎July 13, 2023 11:34 PM

Can any help how to upload transaction with reference no?

I want to upload transaction with their references no, how do i do this
Reply
2 Comments 2
Rasa-LilaM
QuickBooks Team
QuickBooks Team
‎July 14, 2023 01:34 AM

Can any help how to upload transaction with reference no?

Let me provide clarifications about uploading transactions, albernard12057.

 

The function to import bank transactions with their reference number is currently unavailable. QuickBooks Online (QBO) can handle  3-column or 4-column formats. Also, the following details can be added to the file: Date, Description, Amount, Credit, and Debit. 


   

 

I've also included a detailed resource about uploading bank data with CSV files which may come in handy moving forward: Manually upload transactions

 

If you're referring to bills and invoices, you'll be able to upload them with their entry numbers. Refer to the following resources for detailed instructions on how to complete these tasks:
 

We've assembled some frequently asked questions about importing data to QuickBooks Online. Feel free to browse these articles to view the full details:

 

Fill me in if you have other product concerns or additional questions on how to bring transactions over to the online program. I'd be glad to lend a helping hand. 

Reply
Fiat Lux - ASIA
Level 15
‎July 14, 2023 02:50 AM

Can any help how to upload transaction with reference no?

@albernard120579- 

Which transaction type do you need to import? Bank statement, Bills, Invoices, or else?

Reply