Thanks for joining this thread, SGRuth.
Let me help ensure you can manually upload transactions in QuickBooks Online (QBO).
In order to import data successfully with a .CSV file, there is a format you need to follow. You may use either the 3-column or 4-column. If an incorrectly formatted file is uploaded, the option will gray out or you will receive an error.
I have some tips for you to help prepare your .CSV file before importing it to the system. These are the following:
- QuickBooks has 3 fields: Date, Description and Amount to import bank transactions.
- Mandatory fields should be filled in. For Amount fields with no value (normally happens to 4-column .CSV files), enter 0 (zero).
- Remove all symbols in the Amount field. For example, currency sign or comma.
- If your Amount field is in one column, use the minus - sign to depict money out rather than brackets ( ).
- Remove non-transactional info in the file (ex. account numbers, opening, closing balance).
- Save your changes.
For guidelines of the format you need to use, here's a great resource you can check: Import bank transactions using Excel CSV files. When the file is ready, you can now import bank transactions.
However, if you've encountered an error message during the process, I have some articles for troubleshooting steps to fix the problem:
Once imported, you can now go to the For Review tab to categorise, add, and match your transactions.
If you need anything else, let me know by commenting below. I'm always here to help. Take care always.
