How to import credit card transactions from Excel CSV (.csv) file into QuickBooks Online QBO

How to import credit card transactions from Excel CSV (.csv) file into QuickBooks Online QBO

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How to from Excel CSV(.csv) file into ?

Confusion has to do with bank account field and field screen. It is the same field names for bank download as well download. Users are importing a CSV file from company and every transaction ended up being the opposite of what it should be…. expenses listed as credits (spent), credits listed as expenses (received).

Once you have downloaded transactions, there is no way to UNDO or delete download transactions. You will have to move to “EXCLUDED” column and it will stay there forever which is not good.

So, I highly encourage you to watch the entire video. You do not want to miss a step.

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