THE IMPORT RESCUE GUIDE

A careful bank CSV import checklist for QuickBooks Online

Prepare, map, preview, and reconcile a manual bank transaction CSV import in QuickBooks Online.

Before starting

Download the bank transactions for the intended account and period. Preserve the original CSV and check for overlap with previous imports or connected bank feed records. This guide covers the US Online bank transaction workflow, not Desktop or invoice imports.

Prepare the file

Use the bank transaction fields required by the selected import workflow. Review dates, descriptions, amount signs, and separate credit/debit values. Confirm current file limits in Intuit documentation rather than applying limits from an unrelated import type.

Map and preview

In the bank transactions workflow, use the file upload option, choose the intended account, and follow the current prompts to map columns and dates. Interface wording may vary. Inspect the preview carefully before confirming the transactions.

Reconcile afterward

Compare imported records with the statement and review possible matches or duplicates using the account context. Keep the original file and an export audit for reference. A completed upload is not proof that all records were interpreted correctly.

Reference: Intuit’s bank CSV formatting guidance. Check the current guidance for your account and workflow.

Explore a careful review

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

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