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NEW Connect to DBS IDEAL direct bank feeds Click here

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JessT
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Hi craig-cloudbusin,

 

You'll want to make sure that you're mapping the transactions well so that they will be recognized along the process. I recommend importing a handful transactions first, so you can easily spot an error.

 

Make sure that the transactions are formatted according to the needed information. Please refer to this article: Format CSV files in Excel to get bank transactions into QuickBooks.

 

Please don't hesitate to reach back out if you have other questions in mind.