How to import a CSV file into Quickbooks Online

Import created CSV file into Quickbooks Online for Windows

See below steps 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 link and click on it.

PDF2CSV Windows Step 9: click Banking in Quickbooks

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

PDF2CSV Windows Step 10: click File Upload in Quickbooks

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

PDF2CSV Windows Step 11: Browse and select created CSV file in Quickbooks

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

PDF2CSV Windows Step 12: 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 'Next' button.

PDF2CSV Windows Step 13: Map CSV columns in Quickbooks

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

PDF2CSV Windows Step 14: 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.

PDF2CSV Windows Step 15: 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 link and click on it.

PDF2CSV Mac Step 7: click Banking in Quickbooks

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

PDF2CSV Mac Step 8: File Upload in Quickbooks

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

PDF2CSV Mac Step 9: Browse and select created CSV file in Quickbooks

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

PDF2CSV Mac Step 10: 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 'Next' button.

PDF2CSV Mac Step 11: Map CSV Columns in Quickbooks

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

PDF2CSV Mac Step 12: review transactions in Quickbooks

Finish the import by on the next step.

PDF2CSV Mac Step 13: import 22 transactions in Quickbooks

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

PDF2CSV Mac Step 14: transactions are imported in Quickbooks

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