cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
NEW Connect to DBS IDEAL direct bank feeds Click here

Reply to message

View discussion in a popup

Replying to:
Giovann_G
Moderator

Reply to message

Welcome to the Community space, aaginvest7-gmail.

 

To answer your questions about if QuickBooks Online has a CSV template so you can manually import bank statements into Quicktrav is no.

 

QuickBooks doesn't provide a CSV template since you can download this file directly from your financial institution's website. Our software allows you to manually upload or import CSV files either in 3-column or 4-column format. Check out this article for more details: Format CSV files in Excel to get bank transactions into QuickBooks.

 

If you want to manually import your bank transactions in Quickbooks Online, you can follow the steps in this resource for a complete guide: Manually upload transactions into QuickBooks Online.

 

If you want to import them into Quicktrav, I recommend contacting their customer service directly. As they're familiar with the software, they'll be able to guide you through the process.

 

I've added this material in case your bank transactions are in QuickBooks so you can start reviewing them to ensure they are put on the correct accounts: Categorise and match online bank transactions in QuickBooks Online.

 

Just click the Reply button below if you need further assistance with banking. The Community and I will be here to help you.