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NEW Connect to DBS IDEAL direct bank feeds Click here

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Replying to:
MariaSoledadG
QuickBooks Team

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Hi TaniaCPT,

 

You'll want to use a 3 or 4 column format when importing a CSV file. Let me provide you more information about this so you can successfully upload your file.

 

Here are some formatting that you need to avoid:

  • Special characters are not allowed.
  • Remove zeros (0) from the file and leave those cells blank.
  • Correct any transactions that display a number in the Description column.
  • Remove the word amount if it appears in the name of the Credit or Debit column (Credit amount and Debit amount are incorrect).
  • MAC users must save the file as a Windows CSV file.
  • Correct and standardize the Date format to a single format (for example, dd/mm/yyyy).
  • Some banks provide the day of the week and include it in the Date column.

Please check this article for more information and detailed steps: Import Bank Transactions Using Excel CSV File.

 

I also have this Help Articles in case you have other questions about QuickBooks Online.

 

Keep in touch if there's anything you need. I'm always right here to help.