How to import a CSV file into Quickbooks Online - ProperSoft

How to import a CSV file into Quickbooks Online

Import created CSV file into Quickbooks Online for Windows

Follow the steps below for the Windows version, followed by the Mac version.

When the CSV file is created, switch to Quickbooks online and import created CSV file. Look for the 'Banking' and click on it.

click Banking in Quickbooks

The next step is to select an account and click the 'File Upload' button. In your accounting software, look for 'Import a statement', 'Upload a bank file' or similar links to upload created CSV file.

click File Upload in Quickbooks

Then click 'Browse' and select created CSV file, click 'Next'.

Browse and select created CSV file in Quickbooks

Then select an account in Quickbooks to import and click 'Next'.

 select an account in Quickbooks to import

The next step is to confirm the Mapping and Date format. Date and Description columns should be preselected and the amount column needs to be set. Click the 'Next' button.

Map CSV columns in Quickbooks

Review transactions in Quickbooks online, before importing and click the 'Next' button.

review transactions in Quickbooks

Finish the import by on the next step. Once the transactions are imported, you can review and categorize them under the account.

import 22 transactions in Quickbooks

Import created CSV file into Quickbooks Online for macOS

When the CSV file is created, switch to Quickbooks online and import created CSV file. Look for the 'Banking' and click on it.

click Banking in Quickbooks

The next step is to select the account you want to import your data into. Click the 'Upload' button. In your accounting software, look for 'Import a statement', 'Upload a bank file' or similar links to upload created CSV file.

File Upload in Quickbooks

Then click 'Browse' and select created CSV file, click 'Next'.

Browse and select created CSV file in Quickbooks

Then select an account in Quickbooks to import and click 'Next'.

select an account in Quickbooks

The next step is to confirm the Mapping and Date format. Date and Description columns should be preselected and the Amount column needs to be set. Click the 'Next' button.

Map CSV Columns in Quickbooks

Review transactions in Quickbooks online before importing and click the 'Next' button.

review transactions in Quickbooks

Finish the import by the one next step.

import 22 transactions in Quickbooks

Once the transactions are imported, you can review and categorize them under the account.

transactions are imported in Quickbooks

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