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Everything you need to know about connecting your bank and credit cards in QuickBooks Online

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JanePendry
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Yes Kyle. I did it. I duscivetsd you have to log out and log in again for each csv file. I stripped out all extraneous infurnayiin and labelled the y in and money out volume debit and credit (the opposite for credit cards) and any empty columns. I found the bank version if a csv file didn’t work. I pulled of xls files first. Saved them and then exported them to create csv files. 

Then I imported them one at a time. 

I suggest importing your file. Then checking going through them to mark them up. Have cup of tea and log out then back in for the next one. People here were really helpful but I had to really work at it. It may be our bank or our suggested but I think the instructions on importing historical spreadsheets could be clearer. A non book keeper’s guide.


My bank is Santander so I do t know why their csv file didn’t work and it would be helpful to know why you have to log out and in again for each import. That might be something Intuit can fix or it might be a security thing. I spent hours working this out so let me know if that works. 

Good luck. 

 

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