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nysdumplings
Level 1
posted
‎July 17, 2025 04:29 PM
last updated ‎July 17, 2025 5:15 PM

Can someone please advise the format of the csv file for uploading bank transactions. strugling to upload file

 
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2 Comments 2
SIAB
Level 7
‎July 17, 2025 05:00 PM

Can someone please advise the format of the csv file for uploading bank transactions. strugling to upload file

Try csv2qbo converter tool to isolate the problem.

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

 

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MariaSoledadG
QuickBooks Team
QuickBooks Team
‎July 17, 2025 05:24 PM

Can someone please advise the format of the csv file for uploading bank transactions. strugling to upload file

You can upload CSVs in either 3-column or 4-column format, as these are the only formats compatible with QuickBooks handles, Dumplings.

 

The 3-column format includes the Date, Description, and Amount column. See the screenshot below for reference:
 

 

While, the 4-column shows the Date, Description, Credit, and Debit column.
 

 

For detailed guidance on the required CSV format or troubleshooting error messages during files upload, refer to this article: Format CSV Files in Excel to get bank transactions into QuickBooks. 

 

Let me know if you have further questions about the .CSV format or run into any issues when uploading bank transactions. I'm always around to assist you.

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