THE IMPORT RESCUE GUIDE

A more thoughtful import workflow

Learn the planned review-first process for preparing bank CSV files before importing them into QuickBooks Online.

1. Start with your original bank export

Keep an unchanged backup. Choose the correct bank account and date range when downloading transactions. Avoid exporting date ranges already imported unless you are prepared to compare existing records.

2. Confirm the meaning of each column

The planned tool will suggest mappings for dates, descriptions, and amounts. You will confirm ambiguous mappings and date conventions. Separate debit and credit columns require particular care about which values represent money in or out.

3. Review proposed changes

Inspect original and proposed values, possible duplicates, and any unresolved issues. A warning is a request for review, not permission to delete a transaction.

4. Compare and export

The planned export review will show row counts and totals. After download, review the import mapping and transaction preview inside QuickBooks before accepting records. Import acceptance cannot be guaranteed.

Available today

Try the interactive sample on the homepage. Personal file upload, repair, and export are still in development.

Explore a careful review

See how the planned tool approaches uncertain values with our synthetic example.

Try the sample demo →