But once imported into QBO, the withdrawals are now all shown with positive values! So I cannot categorize them as OUTGOING transfers (to my checking account), which is what I am trying to do.For example, a transaction in the CSV file that reads like this:Note the lack of the negative sign before the amount!So when reviewing/confirming this transaction in QBO, I can select 'Record as transfer', but menu under that reads 'Transferred from' instead of 'Transferred to', so it's really quite messed up!PS: This is my first few days trying out Quickbooks, and it really has not made a good first impression, between the bugginess of QBO (there are a couple other bugs I've hit too) and the bugginess of trying to use their help system.I'm here to help you import your bank file into QuickBooks Online easy and simple, BeetleBailey.When importing CSV Files to QuickBooks, there are several format restrictions that need to be followed. The transactions are a mix of sales and withdrawals, with the withdrawals (of course) having negative amounts. In the preview dialog box, you have several options:And the details (which they have removed all line breaks from) should read:Import transactions from your bank into QuickBooks (PC/Mac/Online), Quicken, Xero, Excel/CSV, Sage (50/One), Wave Accounting, ZarMoney, MS Money, REACT.I imported older Paypal records into QBO using a CSV file. In the Import Data dialog box, locate and double-click the text file that you want to import, and click Import. On the Data tab, in the Get & Transform Data group, click From Text/CSV.

Do not include currency symbols ( $234В should be 234). Do not use ( )В for negative amounts (use - 234, not (234)В for negative figures). Do not use characters such as #, %, and &В anywhere in the file.

You can also upload your bank statementsВ using a CSV file. Make sure to plot the right columns in the mapping stage so that QuickBooks Online (QBO) will read the data. Zeros ( 0) are not allowed anywhere in the file ( $0В should be left blank).An error occurs when the mapping of your bank file is incorrect.

Make sure to plot the right columns in the mapping stage so that QuickBooks Online (QBO) will read the data.And perhaps this was the issue. As you say,> An error occurs when the mapping of your bank file is incorrect. I'm always ready to assist.First, let me say that I was using the CSV file as generated by Paypal, so I'm not authoring the format from scratch.Second, about the prohibitions on file content you listed:> Do not use characters such as #, %, and &В anywhere in the file.That doesn't make a lot of sense - you mean even for content in quotes (''), like someone's address? Addresses and business names both can include # and & characters> Zeros ( 0) are not allowed anywhere in the fileThis REALLY doesn't make sense вЂ“ surely you are joking?Third and last: I will attach a screenshot I took of the CSV import settings I used in Quickbooks Online. Change the names to match the titles in the system.Check out this article for the sample template format: Format CSV files in Excel to get bank transactions into QuickBooks.Let me know if you have other questions about importingВ or if you ran into a different situation by adding a reply below so I can look further into this.

In the QuickBooks AccountВ drop-down list, choose the credit card account then Next. Pick the file you downloaded from your bank, then click Open, and then Next. Select File uploadВ at the right, then tick Browse. Go to the BankingВ menu, then go to the BankingВ page.

I want to make sure you're all set with your Paypal transactions. Click YesВ and Let's go!В once completed.For more information, read through the Fine-tune the formatting for credit card accountsВ section outlined in this help article: Format CSV files in Excel to get bank transactions into QuickBooks.After you have checked the transactions into your accounts, it's now time to match and categorizeВ them in QuickBooks.Let me know how these steps work for you. Pick the checkboxes of the transactions to import and hit Next.

Import Csv Into Quickbooks For Mac