Skip to main content
D
Dorset Deb
March 31, 2020
Question

Data on CVS file was imported wrongly and needs correction

  • March 31, 2020
  • 1 reply
  • 0 views

Can someone please contact me to explain how I alter data from a CVS file imported from my bank that has come up wrongly in my quickbooks SE account?

1 reply

B
Becky29
March 31, 2020

Hello Dorset Deb, 

 

If you have uploaded a CSV file and data is incorrect you will need to exclude the transactions and upload the CSV file again. What data is it that's incorrect as we can guide on how to do the CSV to prevent the data coming over incorrect again. Thanks 

D
Dorset DebAuthor
April 2, 2020

Hi Becky,

It is only one entry and it imported £0.00 rather than -£800.00 on 23rd March. I surely should be able to go in and change an entry?
Regards
Deborah
 
G
GeorgiaC
April 2, 2020

Hi Deborah, 

 

You will not be able to change the amount of an imported transaction, instead, you should exclude this by ticking the check-box to the left side of the transaction in the for-review tab and then going to Batch Actions > Exlcude.

 

After this, either re-import the transaction or manually enter this by creating an expense transactions from the '+ New' icon. 

 

Thank you

Terms & ConditionsAccessibility statement