In your accounting software, look for 'Import a statement', 'Upload a bank file', or similar links to upload the created CSV file. The next step is to select an account and click the 'File Upload' button. When the CSV file is created, switch to Quickbooks online and import created CSV file. Use the Transactions app to convert your transaction files to required by your accounting software file format.įollow the steps below for the Windows version, followed by the Mac version. Import created CSV file into Quickbooks Online for Windows How to import a CSV file into Quickbooks Online.How to import a CSV file into Quickbooks Online