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bbahara
February 25, 2023
Question

When I try to import from CSV file it has a Payee column. In QBO this comes in as description rather than Payee/Vendor. How do I fix this? Thanks!

  • February 25, 2023
  • 1 reply
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    1 reply

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    GebelAlainaM
    February 25, 2023

    Thanks for sharing the details with us, bbahara. I'll ensure you can import your CSV file data in QuickBooks Online (QBO).

     

    QBO uses the 3-column or 4-column format in importing the CSV file. The 3-column have the Date, Description, and Amount of the transaction. While the 4-column have a Date, Description, and both Credit and Debit columns.

     

    In your case, you'll still be able to import the transactions even if you have the Payee column instead of the Description column. You'll need to ensure you use the correct mapping. Although, if you want to change the header from Payee to Description, you can edit it thru Excel and then save it in CSV file format.

     

    You can also check this article for more details about importing bank transactions using Excel CSV files: Import bank transactions using Excel CSV files.

     

    I'll be adding these articles for future reference:

     

     

    Do get back to me if there's anything else you need help with importing data to QuickBooks Online. I'm always here to back you. Have a wonderful day!

    B
    bbaharaAuthor
    February 25, 2023

    Good morning and thank you.  My problem is I don't want the data in QBO transaction description, I want it as the payee.  I'm not sure why I'd want to import a description and why I would not want to import the Payee/Vender. 

    Another way to say it is, on the screen below, I want a Quickbooks Online Field to be payee not description.  I must be missing something because I don't understand who wouldn't want to import the payee of a transaction?

    Thank you.

      Fiat Lux - ASIA
      Fiat Lux - ASIA
      February 26, 2023

      @bbahara 

      You can prepare Bill Payment data with the following template

      RefNumberAPAccountVendorTxnDateBank or CC AccountPrivateNoteCurrencyExchangeRateToBePrintedBillApplyToLineAmount
      2001 Staples#########CheckingBill Payment  N101375.53
      3454 Green's Taxi Service#########CheckingBill Payment  N185125.13
      321901 Federal Express#########CheckingBill Payment  N201264.07

       

      then use an importer tool to proceed

      https://get.transactionpro.com/qbo

       

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