Import Transactions into QuickBooks from Excel
                     Import 
Transactions 
into QuickBooks 
From Excel
By Dancing Numbers
Importing bank transactions into 
QuickBooks from excel seems pretty 
simple. For multiple users, it’s 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.
How to Import 
Transactions into QuickBooks from 
Excel?
You can easily import various transactions 
and list types to & from the QuickBooks 
Desktop using several file formats. There are 
several methods available to import excel 
files from QuickBooks. Here is the list of 
instructions for a standard import of Excel 
files:
• 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.
• 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 “Let’s go”.
• It will redirect to the Banking screen to begin matching or adding the transactions.
Contact Us
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to this or about  QuickBooks 
Desktop or Online then,
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