Learn how to check the format of the CSV file you got from your bank.
Instead of connecting your bank and credit card accounts to QuickBooks, you can upload them manually. You usually download this file from your bank. Before you can upload it, you need to make sure the data is in the correct format. Here’s how to check the format of bank transactions in a CSV file you plan to upload into QuickBooks.
Learn about CSV formats #
Each bank formats CSV files differently. This means you may not be able to import CSVs from certain banks.
You can upload CSVs with either the following 3-column or 4-column format. These are the only columns QuickBooks can handle and this order.
The 3 column format #
This format has a Date, Description, and Amount column.
| A | B | C | |
| 1 | Date | Description | Amount |
| 2 | 1/1/2018 | Example of a payment | -100.00 |
| 3 | 1/1/2018 | Example of a deposit | 200.00 |
The 4 column format #
This format has a Date, Description, Credit, and Debit column.
| A | B | C | D | |
| 1 | Date | Description | Credit | Debit |
| 2 | 1/1/2018 | Example of a payment | 100.00 | |
| 3 | 1/1/2018 | Example of a deposit | 200.00 |
Upload transactions into QuickBooks Online #
When your file is formatted correctly, follow these steps to upload them into QuickBooks Online.
