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July 29, 2021
Question

How do i import a cheque register into QBO that is formatted in the cvs. format but it came from a 3rd party? It wont let me import negative numbers.

  • July 29, 2021
  • 1 reply
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the invoices have been imported, but now i need to have the payments offset them as they have all been paid?

1 reply

July 29, 2021

Hi michelle-mlcninv,

Welcome to QuickBooks Community. QuickBooks Online helps you save a tremendous amount of time to import data into your books and make sure that all transactions are in a right place.

Before you can upload data, the data should be set up to match the column order. Here is the article shows how to check the format of bank transactions in a CSV file: https://quickbooks.intuit.com/learn-support/en-ca/bank-transactions/import-bank-transactions-using-excel-csv-files/01/261910#M178

When your file is formatted correctly, you can start uploading them into QuickBooks Online follow these steps in this article: https://quickbooks.intuit.com/learn-support/en-ca/import-transactions/manually-upload-transactions-into-quickbooks-online/00/262542

I hope this helps.

If you have any questions related to QuickBooks, feel free to reach out here.

July 29, 2021

Hi michelle-mlcninv,

 

Welcome to the QuickBooks Community. You'll find a wealth of knowledge and support at your fingertips. SelenaN has provided you with some great information. I have one more article that you may have beneficial: Common questions about importing data to QuickBooks Online. This article can answer many of the questions that may come up while you're importing information into your QuickBooks Online account. Feel free to reach out if you have any questions you have when you review the article.

 

Have a wonderful evening!