Let's verify a few details to help you import your CSV files successfully, christian28.
I also agree with @SIAB to import your bank transactions by accessing your QuickBooks Online (QBO) account in a private or incognito browser. Before you start, make sure you select the correct columns during the mapping stage; otherwise, the system won't read the data. To make this stage easier, follow these steps:
- Delete columns you do not need from your CSV to avoid any confusion. The columns that are required by QuickBooks are:
- Change the names of the columns in your CSV to match the titles in QuickBooks.
In addition, banks don't all create their CSV files the same way, so you may need to make some adjustments to import your transactions successfully. Here are a few things to look out for:
- Currency symbols and commas: it is best to keep the amounts column as simple as possible.
- Special characters in the bank description can prevent you from importing your file. Look out for these and remove them before trying to upload the file again.
- Check the date format to ensure it matches the one you chose at the mapping stage.
For more helpful tips in checking for formatting issues using a CSV file, please see this article: Common errors for importing bank transactions using CSV in QuickBooks Online.
Once you've imported all your bank transactions, categorise and match them to your existing entries to avoid duplicates and efficiently keep track of your business's growth and activities, ensuring everything is accurate.
Please don't hesitate to drop a comment if you need further help importing and managing your transactions. We're determined to help you succeed.
