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May 30, 2023
Question

I have 800 transactions to import i have a csv format i also changed certain format but after all Qb shows there are no transactions to be imported?

  • May 30, 2023
  • 2 replies
  • 4 views
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2 replies

JessT
Moderator
May 30, 2023

Hi craig-cloudbusin,

 

You'll want to make sure that you're mapping the transactions well so that they will be recognized along the process. I recommend importing a handful transactions first, so you can easily spot an error.

 

Make sure that the transactions are formatted according to the needed information. Please refer to this article: Format CSV files in Excel to get bank transactions into QuickBooks.

 

Please don't hesitate to reach back out if you have other questions in mind.

Fiat Lux - ASIA
Level 14
May 30, 2023

@craig-cloudbusin 

Which transaction type do you need to import? e.g bank statement, invoice, bill