Hi Trish,

Sorry I might have problem understanding the suggestions. Let me give an example which is a real case for me:

(1) I could download either QBO or CSV from RBC credit card account. The problem as I mentioned is, they will give you the list of all transaction without any date range.

(2) I don't know how to edit QBO. So it is not working for me unless you can tell me how.

(3) I believe I can work on CSV. But in this case, can you kindly send me any instructions on (a) how to edit CSV properly; and (2) how to upload CSV into QB bank accounts?

Thanks.