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Maybelle_S
QuickBooks Team

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Hello there, @Denford.

 

I want to ensure this is taken care of, but before I do, can you elaborate more on your concern? This way, I can give the right amount of information to resolve the issue.

 

If you use a CSV file when importing transactions, there are also format's that you need to consider. You can check these articles for guidance:

Also, you can check these links for more details about categorizing transactions:

 I'd like to assist you more. Just let me know if you need more help. Take care always.