Does anyone use SumUp with Quickbooks?

What file format do you need to import? csv, pdf or else?

Manually importing the statements is the correct step since SumUp isn't recognized as a bank in QuickBooks Online (QBO), jk.

When downloading bank transactions to QuickBooks, ensure the data matches the required format. You can upload CSV files in either a 3-column or 4-column format, as these are the formats QuickBooks supports, and they must be in the specified order.

For easier mapping, you can do the following:

1. Remove columns you do not need from your CSV to avoid any confusion. The columns QuickBooks requires are:
   
   
   • Date
   • Description
   • Amount
      
2. Rename the columns in your CSV to match the titles in QuickBooks.

Also, keep in mind that the maximum file size is 350 KB. If the file is too big, shorten the date range and download transactions in smaller batches.

For detailed information, kindly visit these articles you can use to check the format of the CSV files and fix common errors:

• Format CSV files in Excel to get bank transactions into QuickBooks.
• Common errors for importing bank transactions using CSV in QuickBooks Online

Once your transactions are uploaded to QuickBooks, it's important to review and categorize them. Additionally, to maintain accuracy and avoid duplicates, I recommend regularly reconciling your account.

Remember that you can always reach out to the Community for more help when working with your banking transactions and performing tasks in QBO. We are always available to offer assistance whenever you need it.