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Banking
I’ve got the information you need on why your CSV spreadsheet was uploaded as CC Credit in QuickBooks Online (QBO), @Perfalum520.
CSV files for credit card accounts may display transactions in reverse. For example, deposits may appear as negative amounts because paying your credit card reduces your balance. Please know that not all banks create their CSV files the same way, so you'll want to make additional changes to get your transactions imported accurately.
You can highlight the content of your file and copy it straight into a blank spreadsheet to check the formatting and spot errors. This ensures you’ve chosen the right information and columns in the mapping stage. Doing all of these helps the program read your data correctly.
Since you already enter them manually, you can use these resources moving forward as a guide when performing the process and prevent issues:
- Import/export CSV files
- Format CSV files in Excel to get bank transactions into QuickBooks
- Common errors for importing bank transactions using CSV
The articles provide complete details about formatting and instructions for exporting and importing CSV files.
Additionally, here’s an illuminating guide that contains some frequently asked questions about importing data to QBO: Common questions about importing data.
If you have more questions about the process and how transactions are posted in the program, you can get back to this page anytime and add comments below. I’ll be here ready to help out. Take care always!