A CSV file or comma-separated file is used for importing bank transactions in QuickBooks Online. A CSV file is nothing but a text file consisting of data in a tabular format. Each field is separated by a comma. You can import CSV files in QuickBooks Online easily with the help of QuickBooks import Excel and CSV toolkit. So, for this purpose, first, we will have to install the QuickBooks import Excel and CSV toolkit and then proceed further. Steps to learn how to import a CSV File into QuickBooks Online.
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Steps to Import the CSV file into QuickBooks Online
Step 1. First of all, open the toolkit download file window and click on save.
Step 2. Choose the location as your windows desktop and click onsave again
Step 3. In this step, double click on the .exe file so that the WinZip self-extractor window can get opened.
Step 4. Now click on browse and choose the location where you wish to install the toolkit and click on OK.
Step 5. After this step, click on unzip to extract the content and close the self-extractor window. And open the QuickBooks import excel and CSV folder from the location you saved it earlier.
Once you download the toolkit, there will be a PDF document in it for importing Excel and CSV files with all the instructions, best practices, and notes. Now let us refer to some frequently asked questions by the users to have more clarity around the topic and related things.
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