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1 reply

Level 14
October 14, 2020

Hello Matt147, 

 

Welcome to the Community page, 

 

If you click on banking>file upload>broswer and find the CSV file>open>next>select the account you want it to go to>next>map the feilds>next>tick all the transactions you want to come in>next>yes> let's go> it will then take you back to the banking page with your new imported transactions showing. 

 

This link will help you to make sure the excel CSV is done correctly and saved before importing it in as QuickBooks likes to have it a certain way if it is not doing that way it will not import it incorrectly for you.