Hello there.
I'm here to help you in importing bank transactions in QuickBooks Online (QBO).
There are two formats for using the CSV file, the 3-column format and the 4-column format. We need to ensure that you've chosen the exact format on how many columns are there when importing the file.
Then, you need to select the correct field when mapping it. Please check these articles for the detailed steps:
You also want to perform some troubleshooting steps to fix any browser-related errors. Start by using an incognito window and import the file from there.
- Google Chrome: Ctrl + Shift + N
- Safari 11 or newer: ⌘ + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Microsoft Edge: Ctrl + Shift + P
After you log in to your account in a private window, try to import the CSV file, and if it works, you can return to your default browser or you may also use a different supported browser to eliminate the erroneous webpage data.
You can always visit this website: Fix Bank Upload Errors In QBO. It lists all the errors when importing bank transactions to QuickBooks and the steps on how to resolve them.
Once imported, let's go to the For Review tab to assign and categorize your bank transactions. Also, you can match them to the existing entries in the system. It helps ensure your financial records are accurate in the program. To learn more about this process, visit this article: Categorizing Bank Transactions.
If you need additional assistance with QuickBooks, please don't hesitate to post again here. Have a great day!
