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January 5, 2019
Question

How do I add a cvs file of credit card transactions to quickbooks online?

  • January 5, 2019
  • 1 reply
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1 reply

January 5, 2019

Hello there, thomaslsaunders0. 

 

It's nice to see you in the Community. I'd be delighted to help bring in your credit card transactions via a CSV file. 

 

You can import these transactions using a CSV file through the banking menu. Here's how:

  1. Go to Banking in the left navigation panel and choose Banking.
  2. From the Update drop-down, select File upload.
  3. Choose the Upload transactions manually if you’ve never connected an account.
  4. Pick Browse and choose the file you downloaded from your bank and click Next.
  5. From the QuickBooks Account drop-down list, select the credit card account and choose Next.
  6. Map the statement fields based on your CSV file format and select Next.
  7. Mark the check boxes of the transactions to import and choose Next.

Choose Yes when prompted whether you want to import now. Then, click Let’s go when the Import Completed notification appears.

 

For more details, check out the article below:

 

How to import bank transactions using Excel CSV files

 

That should do it! Let me know if you have other questions. I’m always ready to help!

May 26, 2023

When I upload my CSV spreadsheet, QBO reads them as CC Credit, why is that. Then I find myself having to delete and manually enter them 

Fiat Lux - ASIA
May 26, 2023

@Perfalum520 

You can use csv2qbo converter tool as a workaround.

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