How to Manually Import Bank Transactions Using CSV Files

In this QuickBooks Online tutorial you'll learn how to manually import bank transactions using CSV files.

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Module 3: Importing Data from a CSV file

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Importing CSV Files to Quickbooks Online Bank Feeds

In this learn QuickBooks video, you will learn how to import CSV files into the bank feeds review center in QuickBooks online. CSV files are an example of web connect files. These are files that you can import and review and edit as bank transactions. With CSV files, the result is the same as connecting to the bank and downloading them through bank feeds.

The transactions go into the review center just the same. The only advantage to using CSV files over actual download bank feeds is the ability to put back a deleted transaction from the excluded list. Any transaction that had been deleted or removed from the feeds review list can be put back by importing the CSV file again.

When csv files are imported, any transaction that does not match a rule will be categorized into uncategorized income or uncategorized expenses. You have to go through the review list one by one and clarify them yourself.

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