How to import a CSV file into Quickbooks Online

Modified on Mon, Jun 21, 2021 at 5:05 PM

Import created CSV file into Quickbooks Online for Windows

Use the Transactions app to convert your transaction files to required by your accounting software file format.

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 'Banking' and click on it.

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.

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

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

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.

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

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

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

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

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.

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

Finish the import by the one next step.

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