How to import credit card transactions from Excel CSV file to QuickBooks Online (QBO)

QuickBooks Online allows users to import their credit card transactions via Excel CSV (comma-separated values) files. It will allow importing date, description and amount columns. For the amount, you can use 1-Column field or 2-Column fields. It is recommended to use Debit and Credit with two columns excel file format to import. QBO will not […]

QuickBooks Desktop QBD trial to export or import into QuickBooks Online QBO – US UK CA

This QuickBooks article is helpful for: 1) If you have QuickBooks desktop QBD company file saved on computer hard drive or on external hard drive storage and you need to export that file to QuickBooks Online QBO. This means you have backup company file but no actual QuickBooks desktop program. 2) If you want to […]

How to limit the number of years of information when converting from QuickBooks Desktop to Online version

You can use the Condense Data Utility in QuickBooks Desktop (In the menu bar, click File, then Utilities and then Condense Data) to condense company file data. To do this task: In the menu bar, select File and then Utilities and then Condense Data. In the first window of the wizard, select Transactions before a […]

How to import credit card transactions from Excel CSV (.csv) file into QuickBooks Online?

The short video (below) will show you step-by-step instructions on how to import credit card transactions from Excel CSV file into QBO so that you will not import transactions the wrong way. Confusion has to do with bank account field and Quickbooks field screen. It is the same field name for bank download as well […]

QuickBooks Online: How to import bank transactions from Excel .csv file into QuickBooks Online?

Now, you can import bank transactions if your bank provides .csv (comma-separated values) file type. This is new improvement they have just made. You will take the following steps to import bank CSV file: From the home page screen > go to blue navigation bar on the left > select Transactions > select Banking under […]

We had our file imported into QB Online and now notice that nothing shows reconciled. The check mark is missing from all the transactions . How is this fixed?

It is part of the QBDT to QBO import limitations process, they forgot to mention it. Here is my take on how to solve it in QBO? If you still have access to QuickBooks desktop file, print bank reconciliations report (preferably for the last three months for record). Let’s say you have done reconciliation through […]

Survival Guide: Import and Export Limitations of QuickBooks Online QBO

It is highly recommended reading these articles (and more help) if you are converting from or to QBO. Note: This is not a seamless process. Expect too many hurdles to overcome! Import limitations from QuickBooks desktop (QBDT) version to QuickBooks Online (QBO). What doesn’t come over during an import from QuickBooks Desktop – Import Limitations […]