These are good instructions but I suspect the issue is the same one I had. QuickBooks would not accept the csv file and the process as laid out them won’t work. 

Your excellent instructions don’t say you have to log out and back in to upload each csv file. I worked 4 hours on one day trying to upload a few csv files before I gave up, logged back in, and hey presto it did it. But I had to log out and back on every time which doesn’t seem quite right but may be a security issue. 

Also the csv file created by my bank Santander didn’t work. I had to create csv files on the computer. 

It took an age to solve these issues and I nearly gave up! The actual importing bit is easy. The transactions button, then import, search for your file on your computer, and there it is. But I had to do a lot of pre-prep to get there. 

Importing credit card statements was tricky until I realised I had to mark ‘money in’ as credit and ‘money out’ as debit. The opposite of the bank statements. That would have been useful to have clarified rather than having to work it out (as a non book keeper). Obvious now I know but I ended up having to exclude a lot of transactions and made a right middle. So I hope Kyle can avoid my mistakes!  

But going forward QuickBooks does all the work and uploads my statements automatically and follows the rules I created which is a wonder to behold. I know next year’s accounts will be so much easier. 

But this year’s were harder than usual.