How do I import transactions into QuickBooks using a CSV file? Does anyone have a template? I keep getting an error.

Hello there, swan. To successfully import your file into QBSE, it’s important to ensure your CSV file follows the required format.

First off, could you please let me know what error you encountered while importing the transactions? This information will help me provide you with accurate assistance.

Regarding your request for a CSV template, the program supports CSVs with either a 3-column or 4-column format. These are the two kinds of formats you can follow:

• The first is where columns include the Date, Transaction name/description, and Amount. The date format should be DD/MM/YYYY, and the amount column should show the figures with a plus or minus symbol so the program can see if it's income or an expense.
• The second is similar to the first. The CSV can have four columns: Date, Transaction name/description, Credit, and Debit. Again, the date format should be DD/MM/YYYY.

To learn more about CSV formats, you can check out this article: Format CSV files in Excel to get bank transactions into QuickBooks. Although it is for QuickBooks Online, it also works the same way for QBSE.

We're always here to help if you have any more questions or concerns.