Fixing a common error with CSV files and QuickBooks Online

If you find yourself needing to manually import transactions into QuickBooks Online, we always recommend using a .QBO file if possible.

.QBO files are formatted to be imported directly into QBO without any additional editing or formatting of the data.

If your bank does not make the data available as a .QBO file, another popular choice is to use a .CSV file.

Every bank formats their .CSV files a little differently, so you may have to edit the spreadsheet to make it compatible with QuickBooks.

One thing I've seen a lot lately is a bank exporting all of the information into one column in the spreadsheet. The bank transaction date, amount, and description are all combined into one column.

This will not upload into QuickBooks so you'll need to re-format.

This video shows you how to efficiently re-format in Excel. This will get the file compatible with QuickBooks so you can import it and move forward with your bookkeeping.
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Worldwide Bookkeeping is a family run company that takes care of all bookkeeping tasks for busy business owners. This includes QuickBooks setup, categorizing transactions, reconciling accounts, payroll, financial statement preparation, and most importantly, explanation of the financial statements in easy to understand language.

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David Ono is a QuickBooks Online Advanced Certified ProAdvisor.

[GoktugunBabasi]

You are great. That is exactly the information I was looking for. Thank you