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C
Clarinda
April 23, 2020

Uploading csv files for bank statements in QB Online

  • April 23, 2020
  • 1 reply
  • 0 views

Hi I have just transferred to Online from Desktop and do feel that the pain will be worth it. However I am not receiving any income due to my business being closed so when I tried to upload a csv file for my bank statement I had difficulty. No column 7 on offer for credits. I eventually discovered that if I went back down my statement to a point where I had income and copied that csv file it would upload perfectly.  More time wasted but at least I am not short of time just now.

    1 reply

    G
    GeorgiaC
    April 23, 2020

    Hi Clarinda,

     

    Thanks for joining us here on the Community! 

     

    I'm pleased to hear your positivity on your experience so far online. The CSV file from your bank only requires 3 or 4 columns depending on the data downloaded (date, memo, money in, and money out, or a column with both positive and negative amounts) - any additional columns can be deleted. 

     

    You can view our guide here for reference 🤗

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