Banking

Hi there, Laurie.

The data on your CSV is from your bank. We have no control whether they provide amounts in one column, combines the negative and positive amounts, or in two columns, separating the debits and credits. The good news is we have a way to upload your transactions for both setups. I'm happy to show you how.

We only need the basic data of your transactions in the CSV file; the date, description, and amount (in 1 column or in 2 columns). 
 

When you reach on the page to map your transactions, just select the corresponding columns in the fields indicated. Here's a sample for both setups:

After uploading, you can manage your transactions and add them to our bank register.

We'll always be helping you with online banking and other processes in QuickBooks. Just comment below.