Import Transactions into QuickBooks from Excel

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Import Transactions into QuickBooks From Excel
By Dancing Numbers
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Importing bank transactions into QuickBooks from
excel seems pretty simple. For multiple users,
its as easy as signing into the bank through
QuickBooks. However, sometimes challenges and
limitations may happen when importing
transactions to the accounting system. The below
article is compiled with the procedure of how to
import transactions into QuickBooks from Excel.
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(No Transcript)
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• Select the account you need to upload the
  transactions.
• Choose Next button.
• If the bank account does not exist in the chart
  of accounts then you can add it through Add new
  button on the field above the drop-down list.
• Next, you will require column mapping in the CSV
  file to QuickBooks. The wrong mapping will import
  the transactions incorrectly.
• There is a button to indicate the CSV file first
  row as a header row.
• You will require determining whether the debits
  and credits are in one column or two columns.
• In case the credit and debits are in a different
  column you have to map the column individually.
• Once completed the mapping hit the Next button.
• It will display the Window to give you the
  transactions preview that needs to import.

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• The QB online default is to choose all
  transactions.
• Ensure that the data appears correctly by data
  comparison on this window to the CSV file that
  you need to import.
• Hit Next button.
• It will display a pop-up field showing you how
  many transactions will be imported.
• Hit the Yes button if you are prepared to
  complete the import.
• If not then give a hit on the No button.
• In case you give a click on the No option you
  need to proceed with the import procedure again.
• After an import process completes then you will
  display a window asking you to accept the
  transactions
• Hit Lets go.
• It will redirect to the Banking screen to begin
  matching or adding the transactions.

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