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Remove zeros (0) from the file and leave those cells blank.

Commas to separate thousands (2, 111 should be 2111).

Using brackets ( ) for negative amounts: (234) should be -234.

Characters such as #, %, and & anywhere in the file.

Here are some formatting restrictions for CSV files: If you try to upload an incorrectly-formatted file, you will receive an error message. To successfully import your bank transactions, your CSV file must be formatted correctly.

If your bank doesn’t support CSV files but offers Quicken (QFX), QuickBooks Online (QBO), or Microsoft Money (OFX), you can try to import your data and then upload more than 90 days of bank transactions through Web Connect. QuickBooks Online will enter information automatically if you have set up any banking rules, or if QuickBooks Online recognizes the descriptions of your transactions.Įach bank formats its CSV files differently, so importing a CSV file may not be possible for every financial institution. These are the only columns QuickBooks Online can import.Īfter the import you can enter any additional information, such as the category and payee for a transaction, on the For Review tab of the Banking page.

The 4-column template has a Date column, a Description column, and both a Credit and a Debit column. The 3-column template has columns for the Date, a Description of the transaction, and the Amount of the transaction. QuickBooks Online can import CSV files that use either a 3-column or 4-column format.