Question

Uploading csv to categorize revenue

Forum|Forum|2 years ago
January 26, 2024
2 replies
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Can somebody help me with how to upload a csv to categorize revenue? I have a situation where hundreds of bank transactions are in quickbooks, and I have a spreadsheet that has the P&L category I would like to map those transactions to. eg. Transaction 1 is revenue line item A, transaction 2 is revenue line item B. Total revenue is A + B, but I want to see A and B in the P&L statement. A could be "Product sales" and B could be "Service revenue".

- How does the csv need to be formatted?

- Where do I upload it to?

- What do I need to do in Quickbooks after uploading the csv?

QuickBooks Online

G

GlinetteC

I have all the information you need to upload a CSV file successfully in QuickBooks Online, lumming.

You can either use the 3-column or 4-column format in uploading a CSV file. Check out this link: Format CSV files in Excel to get bank transactions into QuickBooks.

Once your CSV file is ready, these are the steps you can take to import them:

In QuickBooks Online, go to the Transactions tab.
Select the blue tile for the account you want to upload the transactions into.
Select the Link account ▼ dropdown and then Upload from file.
Click Drag and drop or select files and choose the file you downloaded from your bank. Then select Continue.
In the QuickBooks account ▼ dropdown, select the account you want to upload the transactions into. Then select Continue.
Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
Select the transactions you would like to import. Then select Continue.
Select Yes.
When you accept your transactions, select Done.

Afterward, you can start categorizing and matching them to ensure they are posted to the correct accounts.

Moreover, you can browse this link for tips and detailed instructions on how to keep your accounts balanced and in order: Reconcile an account in QuickBooks Online.

If you require further assistance uploading transactions or related matters, reply to this thread. I am here to support you at any time.

4

4Gal

@lumming

You need to prepare data as Invoice + Receive Payment or only Sales Receipt (if you didn't use Invoice) then use an importer tool proceed. Which one do you prefer to use?