Banking

Thanks for chiming in on this thread, @jenniferneris. I'm here to share the proper format of the CSV file so you can import your bank transactions into QuickBooks Online (QBO).

CSV files are formatted differently by each bank. It means you're unable to import them since files don't have the format QBO needs. 

You can upload CSVs with either the following 3-column or 4-column format. These are the only columns QBO can handle and this order.

For the full details, see these articles: 

• Format CSV files in Excel to get bank transactions into QuickBooks.
• Common errors for importing bank transactions using CSV.

Additionally, we've assembled some frequently asked questions about importing data to further guide you through the process: Common questions about importing data to QuickBooks Online.

Please don't hesitate to return to this thread if you have more questions about importing bank transactions. The Community is more than willing to lend you a hand. Stay safe and have a nice day ahead.