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leelee1035
Level 1
posted
‎January 26, 2025 02:02 AM
last updated ‎January 25, 2025 6:02 PM

manual upload of bank statements

i am in mexico

I uploaded my bank statement manually

the bank statement has date written with words...ie. 17 ENE 2025

Therefore the program cannot recognize the dates therefore i cannot import the bank transactions I want.. 

How do I get around that

 

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2 Comments 2
Chrea
Level 8
‎January 26, 2025 02:26 AM

manual upload of bank statements

Explore the converter tool. e.g csv2qbo

You can edit the data before importing it.

https://www.moneythumb.com/?ref=110

 

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Ivan_G
QuickBooks Team
QuickBooks Team
‎January 26, 2025 03:05 AM

manual upload of bank statements

I've got a way to successfully upload your transactions manually into QuickBooks, Lee.
 
To import your bank statement into QuickBooks, you'll have to modify the date format of your CSV file to numeric first. You can open the CSV copy of your statement to Excel and edit the format from there.
 
For this, it's advisable to use the Date/Month/Year format (DD/MM/YYYY): 17/01/2025. You can also check the image I've added below as your guidance:
 

 

It's also essential to map your data accurately to upload your transactions seamlessly. See this sample for reference:
 

 

For more details about the manual importing process, review this link: Upload bank transactions into QuickBooks Online.

 

I've also included these resources that can help you classify your data and reconcile your accounts accordingly:

 

 

You can always add another post here in the Community if you have more questions about the importing procedure in QuickBooks. Our team is committed to helping you promptly.

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