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Replying to:
MAnneJ
QuickBooks Team

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Hello there, @Tolik. Allow me to clarify things when importing data into QuickBooks Online (QBO).

 

The data we can import through a CSV file are payments and deposit transactions only.  Since you want to import bulk transactions from EFS as a CSV file, I'd suggest looking for a third-party application. However, if you have a specific bank for EFS entry then you may proceed to manually upload the transaction using the correct format. 

 

Here's how

 

The 3-column format has a Date, Description, and Amount column.

pic2.png

 

The 4-column format has a Date, Description, Credit, and Debit column. 

pic1.png

 

Additionally, I've added this helpful article for you to check if you're not able to import using CSV in QBO: Common errors for importing bank transactions using CSV in QuickBooks Online.

 

Feel free to reply to this thread if you need additional assistance in importing bank transactions and any QuickBooks-related concerns. Have a great day ahead.

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