CC Expenses

It's such a pleasure having you here today, Lisa. I truly appreciate what you've done so far. Let me get this into detail and assist you smoothly in handling your transactions in QuickBooks Online (QBO).

First, you have to exclude and delete the transactions, so they'll be labeled as expenses. Before you import your CSV file, it's important to know that if you enter your CSV file in a three-file format, the expenses will be entered as negative amounts. However, if your CSV file is a four-file format, expenses will be recorded as expenses.

Once everything's good, you can now import your transactions again. Here's how:

1. Open your QBO company.
2. On the left navigational panel, look for the Transactions tab.
3. Select Bank Transactions.
4. In the Link account drop-down, choose Upload from file.
5. Click the Drag and drop or select files button.
6. Select the CSV file and then open.
7. In the QuickBooks account dropdown, select the account you want to upload the transactions into.
8. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks.
9. Select the transactions, and then click Yes.
10. Once done click Let's go.

Additionally, I've got you this handy article to help you manage your transactions: Categorize and match online bank transactions in QuickBooks Online.

If you have any further questions or require additional details about managing CSV files and integrating them into QuickBooks, don't hesitate to click the Reply button below. I'm here to help ensure you have everything you need, Lisa.