Import a CSV file into Quickbooks Online

This tutorial shows how to import a CSV file into Quickbooks Online. Quickbooks online imports CSV, QFX, QBO, OFX files. If you have a file with transactions in another format like PDF, QIF, MT940, use the ProperConvert app to convert your transactions into an importable format. To convert to CSV compatible with Quickbooks online, click on the CSV tab and set the target as "Quickbooks Online". 

Log into 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 the 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 on the next step. Once the transactions are imported, you can review and categorize them under the account.