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Allow me to provide some insights about CSV file, @robustianotubio.
When you connect your bank to QuickBooks Online, it automatically downloads and categorizes your bank and credit card transactions. It also enters the details for you so you don't have to enter transactions manually.
However, if you cannot locate your bank in QuickBooks Online or if you need to download older banking transactions, youβll need to import your banking transactions manually using a QuickBooks Online file or CSV file.
You can check out this article for more information about the use of CSV files when manually importing bank transactions in QuickBooks Online: Import bank transactions using CSV file.
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