Other Questions

Let's clarify the details to ensure a smooth process for you, Danie. Rest assured that I'll be with you in this.

If you are referring to the CSV file columns, QuickBooks Online (QBO) supports CSVs with either a 3-column or 4-column format. Please note that these are the only columns QuickBooks can handle, and they must be in this order.

We recognize that each bank formats CSV files differently, which can make it challenging to import CSVs from certain banks into QuickBooks if the files don't have the correct format. Therefore, it's important to ensure that your CSV file follows the format that QuickBooks accepts before uploading it.

As mentioned, QuickBooks supports the 4-column format which is similar to the format columns of the Standard Bank South Africa statements. With that, please ensure to follow this format order that covers the Date, Description, Credit, and Debit columns, as this is the format that QuickBooks accepts. This format is widely accepted by QuickBooks for accurate transaction import.

Moreover, we do accept the 3-column format, and the Date, Description, and Amount columns are the only columns QuickBooks can handle and this order.

However, if you are referring to something else, can you please tell us what that is so we can provide you with the answer that tailors to your concern.

Once your file is correctly formatted, you can now proceed to upload transactions to QuickBooks. After the upload, you can match and categorise them to ensure accurate record-keeping.

Should you have further questions about statement formats in QBO, please don't hesitate to reach out to us. We're here to help. Take care