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farmgirlkent69
May 5, 2020
Solved

Bank Statements

  • May 5, 2020
  • 3 replies
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Hi there

So, ive just followed the instructions to upload my bank statements (as my bank account won't allow me to direct feed into Quickbooks - Natwest Bankline), and I only seem to get four columns under quickbooks for date, narrative, credit debit.  My problem is, Natwest CSV file has three columns for narratives which I really need all to get onto Quickbooks.  Is there a simply way to do this or am I stuck with just the mandatory 4 columns.

 

Does anyone else bank with Natwest Bankline and have you managed to direct feed into Quickbooks?

Thanks so much 

Best answer by EmmaM

Hello farmgirlkent69, If the CSV has 3 columns that's fine as long as they cover date, description, and amount (sometimes debit and credit shows in one column on the CSV). What you can do when uploading is select the mapping for the date, description and then when it comes to amount select amounts are in one column. More information on this can be found here.

3 replies

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EmmaMAnswer
May 5, 2020

Hello farmgirlkent69, If the CSV has 3 columns that's fine as long as they cover date, description, and amount (sometimes debit and credit shows in one column on the CSV). What you can do when uploading is select the mapping for the date, description and then when it comes to amount select amounts are in one column. More information on this can be found here.

H
HeatherBeardmore
September 1, 2020

We use Quickbooks and Natwest Bankline  and get direct feeds from our bank  accounts and Natwest business credit cards . 

Instead of accessing your transactions via Bankline   just choose  Natwest  when you set up the feed.

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    gayatriluthfias20
    September 2, 2020

    Hi @farmgirlkent69 , may be you'll need data migrating tool (easier import/export) for further: https://transactionpro.grsm.io/qbo . Glad to assist you.

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