Does anyone successfully import a csv to QBO? I've tried many ways (formatting) as guided, but it keeps telling the file does not contain 3 columns date, memo, amount.

Hi nguyenduong375!

Let me assist you in importing the bank transactions.

There are two formats in using the CSV file. They are the 3 column format and the 4 column format. We need to make sure that these columns are included in the 3 column format:

• Date
• Description
• Amount

Then, you need to select the correct field when mapping it. Please check these articles for the detailed steps:

• Format CSV files in Excel to get bank transactions into QuickBooks Online
• Manually upload transactions into QuickBooks Online

You also want to perform some troubleshooting steps to fix any browser-related errors. Start by using an incognito window and import the file from there.

• Google Chrome: Ctrl + Shift + N
• Safari 11 or newer: ⌘ + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + P

If it works, you'll just need to clear the cache. Also, check if you're using an up-to-date browser.

Once everything is good, here's how to categorise and match online bank transactions in QuickBooks Online.

Need more help? Please reply to this post. Thanks!