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February 16, 2021
Question

Hi can you help me to convert my transaction to CSV?

  • February 16, 2021
  • 1 reply
  • 0 views
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1 reply

JessT
Moderator
February 16, 2021

Hi accounts438,

 

If your transactions are saved in an Excel file (XLSX or XLS), you can save a CSV copy of it, like how it's done in the screenshot below.

 

 

Feel free to check out this article for your additional reference: Format CSV files in Excel to get bank transactions into QuickBooks. If you have other questions in mind, please let me know.

 

You can always go back to this thread if you have other questions in mind.