Hi TaniaCPT,
You'll want to use a 3 or 4 column format when importing a CSV file. Let me provide you more information about this so you can successfully upload your file.
Here are some formatting that you need to avoid:
- Special characters are not allowed.
- Remove zeros (0) from the file and leave those cells blank.
- Correct any transactions that display a number in the Description column.
- Remove the word amount if it appears in the name of the Credit or Debit column (Credit amount and Debit amount are incorrect).
- MAC users must save the file as a Windows CSV file.
- Correct and standardize the Date format to a single format (for example, dd/mm/yyyy).
- Some banks provide the day of the week and include it in the Date column.
Please check this article for more information and detailed steps: Import Bank Transactions Using Excel CSV File.
I also have this Help Articles in case you have other questions about QuickBooks Online.
Keep in touch if there's anything you need. I'm always right here to help.
