How to Upload a Bank CSV into QuickBooks Online
QuickBooks Online can take transactions from a file when you can't connect the bank or need older history. The file has to follow Intuit's column rules.
Steps
- Format the CSV in the 3-column layout (Date, Description, Amount) or the 4-column layout (Date, Description, Credit, Debit). Use one date format for every row.
- In QuickBooks Online, go to Bank transactions. If the account already has a tile, select it.
- Open the Link account dropdown and choose Upload from file (or Upload transactions if the account isn't connected).
- Drag in your file, choose Continue, then pick the QuickBooks account to upload into.
- Match each column in your file to the QuickBooks field, choose Continue, select the transactions to import and confirm.
Good to know
- Intuit's limits: the file must be in English, 350 KB or less, and up to 1,000 lines per upload.
- Leave cells that would only contain 0 blank, remove the word amount from Credit or Debit headers and split off any day-of-week text in dates.
- RowSmith's free Quickbooks layout produces the 3-column format with MM/DD/YYYY dates. RowSmith is not affiliated with Intuit.
Starting from a PDF statement?
Converts text-based PDF bank statements to CSV or Excel in your browser. Your file is never uploaded. Always review the output before using it. Scanned PDFs aren't supported. Convert a statement PDF
Questions
Should I use 3 or 4 columns?
Either works. Use 3 columns when amounts are signed (negative for money out), and 4 columns when your file has separate credit and debit amounts.
My credit card upload has the signs reversed. Why?
Intuit notes card CSVs can show transactions reversed. Make sure you upload into the credit card account, not a bank account.
RowSmith is an independent tool and is not affiliated with any bank or software company named on this page.
Converting is free. RowSmith Pro ($9/month or $59/year) adds suggested Schedule C categories, saved cleanup rules and monthly category totals.