How to import bank transactions in QuickBooks using Excel CSV files?
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We are working under the assumption that you are running QuickBooks Online. It is quite possible to import bank transactions to your software using Excel CSV files. You can do so in two different formats, including:
- 3-column format
- 4-column format
The 3-column format includes three distinct categories for date, description, as well as the amount.
This is how it would look if you are following this format:
The 4-column format includes four distinct categories for date, description, as well two separate columns for credit and debit.
This is an example of this format:
Make sure you format them correctly for the import process. Any incorrect formatting could result in you receiving an error.
Hope this helps.