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September 20, 2023
Question

When I imported older transactions from my bank through the CSV file, all the amounts that should be "withdrawals" or negative amounts are positives. Solution?

  • September 20, 2023
  • 2 replies
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I need to be able to edit the "amount" column in transactions so that they read like debits vs. credits.

2 replies

September 20, 2023

You've come to the right place, @calebanderson600

 

Let's work together to ensure the amounts of your imported bank transactions are accurate.

 

In QuickBooks Online, we don't have a direct way to edit them once you've downloaded them. You'll want to Exclude them from the Banking tab first. I'll show you how to do it:

 

  1. Go to the Banking menu from the left pane.
  2. Select the transactions and click Exclude.
  3. Go to the Excluded tab and select Delete.

 

Once done, review the mapping of your transactions so that those amounts will correctly appear after you import them back to QBO. It might be the cause of withdrawal amounts showing as positive.

 

You can refer to this article for more information about the process: Format CSV files in Excel to get bank transactions into QuickBooks. It includes details about the three (3) and four (4)-column CSV formats that QuickBooks can handle. 

 

When settled, you can now categorize and match them to ensure they are posted in the correct accounts.

 

Please let me know if you need clarification about organizing your bank transactions or if there's anything else I can do for you. I'll be standing by for your response. Stay safe always.

Fiat Lux - ASIA
September 20, 2023

@calebanderson600 

You can use csv2qbo converter tool as a workaround. It's $60 one time license.

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