Import a ProofRows CSV into QuickBooks Online

1. Open the statement’s review screen and click Export.
2. Pick the QuickBooks format.
3. Choose your column layout under Debit / credit columns:
   • Signed amount → 3-column layout: Date, Description, Amount (positive = deposit; negative = withdrawal).
   • Two columns → 4-column layout: Date, Description, Credit, Debit.
4. Pick a date format. QuickBooks lets you re-map this on import, so any of MM/DD/YYYY, YYYY-MM-DD, or DD/MM/YYYY is fine.
5. Click Download CSV.

1. Sign in to QuickBooks Online.
2. Go to Bookkeeping → Transactions → Bank transactions.
3. Pick the bank account that matches the statement you cleaned.
4. Click the dropdown next to Connect account and choose Upload from file.
5. Drag the CSV in, click Continue.
6. Pick the account and click Continue.
7. Map columns:
   • 3-column file: First row is a header → tick that box. Map Date, Description, and Amount.
   • 4-column file: First row is a header → tick that box. Map Date, Description, Credit, Debit. Tick Use two columns for amount when prompted.
8. Click Continue, review the preview, click Yes to import.

• Always review before approving. QuickBooks shows each row in “For review” before they hit your books. Verify a sample of transactions match the statement.
• Watch for duplicates. If you’ve already uploaded transactions for the same period (e.g. via a bank feed), QuickBooks may import duplicates. Filter the “For review” tab by date to spot them.
• Date formats are sticky. If you pick MM/DD/YYYY on first import and then upload another file with YYYY-MM-DD, QuickBooks may misread the dates. Pick one and stick to it for each account.
• Confidence column. If you enabled “Include confidence notes” in the Export modal, the extra columns will cause QuickBooks to reject the file. Disable that option for QuickBooks imports.

QuickBooks Online accepts only a narrow shape of CSV. If you see an error:

• Open the CSV in a spreadsheet and check the header is Date,Description,Amount (3-col) or Date,Description,Credit,Debit (4-col).
• Check no extra columns slipped in (confidence notes disabled).
• Check no rows have empty Date or Amount cells.
• If you’re still stuck, email our support with the statement ID and the error from QuickBooks.

This is a file upload, not a direct API connection. ProofRows doesn’t sync to QuickBooks automatically — you decide which transactions ship by exporting a file and uploading it. Direct API push is on the roadmap.