In this example, we exported our CSV previously and that file lives locally on our computer. It will want to know if we’re giving it a file local on our computer or uploading directly from our banking institution. On the next screen, we need to tell QuickBooks where we’re getting our data from. That will drop down a menu and we’ll be able to click on “File Upload” from there. Click downward pointing arrow next to the Updated button in the upper right-hand part of the screen. Once we click on Petty Cash, we’ll be taken to the accounts screen and we’ll be able to upload our file. For this example, we’re going to choose the Petty Cash account. Now that we have our file set up, we need to choose which account we want to add the file to. All you need to do is click, File and Save As and change the file type to CSV. Converting the file is pretty straight forward. This will not be usable by QuickBooks – we need it to be in CSV format. You might notice that the file we’re working with is an XLS file. Some Credit Card Companies add headings that can throw off the mechanism that QuickBooks uses to parse the banking file. The first thing we need to do is clean up our excel file a little bit. You can accomplish this in a handful of ways but we’re going to show you just one here. This will leave you with an Excel file of business transactions that will need to be imported into QuickBooks.
#IMPORT DATA INTO QUICKBOOKS ONLINE DOWNLOAD#
You then went on to download the transactions from your credit card company as an Excel sheet and deleted all the transactions that weren’t business related.
In this scenario, we’re going to assume that maybe you intermingled some personal and business expenses on a personal credit card. Have you ever needed to import data from Excel into Quickbooks?
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