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July 15, 2019
Question

I have downloaded a csv file and it needs converting and uploading to quickbooks please help?

  • July 15, 2019
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1 reply

July 15, 2019

Hi ann-humphreys2,

 

 

The CSV file format is compatible with the QuickBooks Online import tool. Open the downloaded file and check that this is saved as .csv and then go to QuickBooks to import (Gear icon > Import Data > Import Bank data).

 

For bank data, the file should be formatted in three or four fields -  you can see how your file should look on our community guide. Let me know if you need any more help :)