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2 replies

July 14, 2023

Let me provide clarifications about uploading transactions, albernard12057.

 

The function to import bank transactions with their reference number is currently unavailable. QuickBooks Online (QBO) can handle  3-column or 4-column formats. Also, the following details can be added to the file: Date, Description, Amount, Credit, and Debit


   

 

I've also included a detailed resource about uploading bank data with CSV files which may come in handy moving forward: Manually upload transactions

 

If you're referring to bills and invoices, you'll be able to upload them with their entry numbers. Refer to the following resources for detailed instructions on how to complete these tasks:
 

We've assembled some frequently asked questions about importing data to QuickBooks Online. Feel free to browse these articles to view the full details:

 

Fill me in if you have other product concerns or additional questions on how to bring transactions over to the online program. I'd be glad to lend a helping hand. 

Fiat Lux - ASIA
July 14, 2023

@albernard120579- 

Which transaction type do you need to import? Bank statement, Bills, Invoices, or else?