Ensuring that your date format matches QuickBooks Online (QBO) requirements guarantees seamless transaction uploads, MLangley.
Some financial institutions include the day of the week in the Date column (e.g., 25/6/2025 WED). Ensure to remove the day of the week by separating the date and the day into two distinct columns.
Here's how:
- Open your CSV in Microsoft Excel.
- Highlight the column that contains the date.
- Go to Data, then choose Text to Columns.
- Follow the on-screen instructions, then select these options:
- Original data type: Delimited
- Delimiters: Space
- Column data format: General
Also, QuickBooks recommends using the dd/mm/yy format when uploading CSV files for uniformity. Verifying that you've selected the correct columns during the mapping stage also helps; otherwise, QuickBooks won't process the data. Then, download your bank data again using a different supported browser for QBO.
After uploading your bank transactions, you can organize them by assigning them to the appropriate accounts and creating bank rules for automated categorization.
One thing to consider when simplifying your financial management is consulting with our QuickBooks Live Expert Assistance, which offers personalized one-on-one sessions with certified bookkeeping experts.
Return to this post if you need additional assistance or inquiries when uploading your bank transactions in QBO.
