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NEW Connect to DBS IDEAL direct bank feeds Click here

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Replying to:
FritzF
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Welcome back to the Community, @hansiem.

 

You're referring to the template format when importing bank transactions using Excel CSV files in QuickBooks Online (QBO), correct? If so, you can only use either a 3-column or 4-column format.

 

The 4-column format has a Date column, a Description column, and both a Credit and a Debit column. The file must be formatted correctly so the import will be successful. For further guidance with the process, please refer to this article: Import bank transactions using Excel CSV files.

 

Please leave a comment below if you have any other questions or concerns, and I'll get back to you right away. I'm always here to assist. Have a wonderful day!