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SG528
March 26, 2026
Question

Import Deposit Information from Excel into QuickBooks Online

  • March 26, 2026
  • 3 replies
  • 43 views

We have an Excel spreadsheet information for our deposits that we would like to import into QuickBooks Online rather than retype. The information we would like to import are chart of account code, check number and amount.

3 replies

I
Irene RQuickBooks Team
QuickBooks Team
March 26, 2026

Hello, SG528. In QuickBooks Online, deposits are imported as bank data using a CSV file. When doing so, you can map the date, description, amount, and check number.

 

However, the mapping process does not include Chart of Accounts codes since you need to categorize the deposits after uploading.

 

Feel free to reply if you have more questions about importing deposits into QuickBooks. I'm here to help.

S
SG528Author
March 26, 2026

Can the mapping be saved or do we need to map each time we import?  Will the deposits be a single deposit for each line in the spreadsheet or as one deposit with multiple lines?

R
RhoiceWQuickBooks Team
QuickBooks Team
March 26, 2026

Hi there, SG528. Currently, QuickBooks Online(QBO) does not have a feature to save a custom mapping template for CSV imports. This means you'll need to manually map the columns each time you upload a new file.

 

Regarding your other question, one line is equivalent to one deposit. QuickBooks treats each individual row on your spreadsheet as a separate deposit transaction.

 

If you have a single deposit that needs to be broken down into multiple categories or customers, you can split the transactions within your Banking feed in your QBO account after the import is complete. 

 

Don't hesitate to reply here if you need anything else related to QuickBooks. We're here to help.

R
RhoiceWQuickBooks Team
QuickBooks Team
March 27, 2026

Hello SG528,

I just wanted to follow up to check if the resolution we provided helped resolve your issue. Please let us know if everything is now working as expected or if you’re still experiencing any problems.

 

We’ll be glad to assist further if needed.

S
SG528Author
March 28, 2026

The import worked for a single line deposit. The deposits we would like to import are multiple entries like the one pictured.  How do we import the data so that a deposit would contain multiple entries/lines?

 

 

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