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kowus-thefisherm
March 18, 2021
Question

Can't you just supply me with a template for bank imports. I've tried every possible format and keep getting an error

  • March 18, 2021
  • 1 reply
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1 reply

Angelyn_T
Angelyn_T
March 18, 2021

Hi, @kowus-thefisherm.

 

I appreciate you for reaching out to us here on the Community page. I'm here to share with you the supported formats for your banking transactions or CSV file.

 

Usually, you can either use the 3-column or the 4-column format for your file. The 3 column format consists of your transaction's date, description, and amount. On the other hand, the 4 column includes the date, description, credit, and debit columns.
 

I'm adding this screenshot for your visual reference.

 

You can open this article for more tips about the CSV formats.

 

Once your file is formatted correctly, follow these steps to upload them into QuickBooks Online.

 

You may also review the topics from our help articles for additional resources about bank feeds and reconciliation.

 

Please keep in touch if you need more help with uploading your banking transactions. I'm determined to help. Have a great day!

C
charles17
August 3, 2021

what is the format for the date?

dd/mm/yyyy or mm/dd/yyyy

DivinaMercy_N
DivinaMercy_N
August 3, 2021

Importing bank data in QuickBooks is a breeze, @charles17.

 

When importing bank transactions in QuickBooks Online (QBO), you need to make sure that the CSV file matches the format of the transactions inside the program. For the date format, you can either select mm/dd/yyyy or dd/mm/yyyy. For more info, check out this link: Format CSV files in Excel to get bank transactions into QuickBooks.

 

Once ready, you can now import your bank transactions to QBO:

 

  1. Go to the Banking/Transaction menu.
  2. Click Upload transactions.
  3. Select Browse and then select the file you downloaded from your bank. Then click Next.
  4. From the QuickBooks account dropdown, choose the account you want to upload the transactions into. Then select Next.
  5. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then click Next
  6. Select the transactions you would like to import. Then select Next.
  7. Click Yes.
  8. When you're ready, select Let's go.

 

For your reference, please visit this article: Manually upload transactions into QuickBooks Online.

 

Once transactions are in, you'll now need to categorise and match and match them in QBO. This is to ensure that they are in the correct account.

 

I am always around if you need more help formatting the date of your bank transactions. Feel free to leave a response below. Have a good one.

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