Once the transactions are imported, you can review and categorize them under the account. Review transactions in Quickbooks online, before importing and click the 'Next' button.įinish the import by on the next step. Date and Description columns should be preselected and the amount column needs to be set.
The next step is to confirm the Mapping and Date format. Then select an account in Quickbooks to import and click 'Next'. Then click 'Browse' and select created CSV file, click 'Next'. In your accounting software, look for 'Import a statement', 'Upload a bank file', or similar links to upload the created CSV file. The next step is to select an account and click the 'File Upload' button. When the CSV file is created, switch to Quickbooks online and import created CSV file. Use the Transactions app to convert your transaction files to required by your accounting software file format.įollow the steps below for the Windows version, followed by the Mac version.
Import created CSV file into Quickbooks Online for Windows How to import a CSV file into Quickbooks Online.
How to import a CSV file into Quickbooks Online
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