Upload any CSV from your bank, POS, payroll or billing system and post invoices, bills, journal entries, bank data and more to QuickBooks Online. No reformatting, no row splitting, no duplicates.
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InvoiceNo,Client,Date,Item,Qty,PriceINV-1041,Lakeview Hotel,11/03/2026,Centerpieces,12,45.00INV-1041,Lakeview Hotel,11/03/2026,Delivery,1,35.00INV-1042,Rivera Events,11/04/2026,Bridal Bouquet,1,260.00
Autymate does the work
billing.csv → Invoices412rows
ClientCustomerPriceRateDateInvoice date6 of 6 matched
137invoices
from 410 rows
137invoices posted
Undo
In QuickBooks Online
Invoices137So most exports get reshaped, or typed in by hand. Import my CSV
Use Autymate Transactions. Upload the CSV your bank, POS, payroll or billing system already exports, pick what is in it, and Autymate matches each column to the right QuickBooks Online field. Rows that share a number become one multi-line transaction, missing customers and items can be created on the way, and you preview every record before it posts. Re-run the same file and nothing posts twice.
Pick what's in your file. Autymate maps each column to the right QuickBooks Online field.
Pick what's in your file
Import it free
Ready to import your invoices?
Import my invoices freeReady to import your bills?
Import my bills freeReady to import your journal entries?
Import my journal entries freeReady to import your expenses?
Import my expenses freeReady to import your sales receipts?
Import my sales receipts freeReady to import your deposits?
Import my deposits freeReady to import your credit memos?
Import my credit memos freeReady to import your bank transactions?
Import my bank transactions freeReady to import your estimates & POs?
Import my estimates & POs freeReady to import your customers?
Import my customers freeReady to import your vendors?
Import my vendors freeReady to import your accounts?
Import my accounts freeReady to import your products?
Import my products freeReady to import your classes?
Import my classes freeReady to import your employees?
Import my employees freeSee what it becomes in QuickBooks Online
Multi-line invoices with items, terms, discounts and due dates.
CSV or Excel upload 6 Fields
2 sample rows · columns A–F Preview ready
nov-sales.csv 18 KB Uploaded
| InvoiceNo | Customer | Date | Item | Qty | Rate |
|---|---|---|---|---|---|
| INV-1041 | Lakeview Hotel | 11/03/2026 | Centerpieces | 12 | 45.00 |
| INV-1041 | Lakeview Hotel | 11/03/2026 | Delivery | 1 | 35.00 |
All fields mapped 2 rows become 1 invoice with 2 lines
QuickBooks Online 10 Fields
10 of 10 fields mapped All required mapped
Main St Connected
Invoice
Autymate Demo Co.
Sample company
Invoice INV-1041
CustomerInvoiceNoBalance due $575.00 Preview — not posted
DateDate,Function| # | Product/Service | Description | Qty | Rate | Amount |
|---|---|---|---|---|---|
| 1 | Centerpiecesfrom Item | Table centerpieces | 12 | 45.00 | 540.00 |
| 2 | Deliveryfrom Item | Local delivery | 1 | 35.00 | 35.00 |
Preview of the invoice this upload will create in QuickBooks Online Mapped Required
Autymate reads the CSV your system already exports. You don't need to reshape it around QuickBooks' fixed templates. A few habits make every import cleaner:
One header row at the top, with one column per field.
One row per line item. Repeat the invoice or bill number on each line of the same transaction.
Keep the export as it is. Opening and re-saving a CSV in Excel can change dates and drop leading zeros.
Amounts as plain numbers, with no currency symbols in the cell.
Any separator. Comma, semicolon, tab or pipe; Autymate detects it.
Bill No,Vendor,Bill Date,Due Date,Account,Amount,MemoB-201,Metro Supply,11/02/2026,12/02/2026,Supplies,184.20,BoxesB-201,Metro Supply,11/02/2026,12/02/2026,Shipping,36.00,FreightB-202,City Power,11/03/2026,11/20/2026,Utilities,412.75,OctoberDownload a sample CSV:
Autymate suggests the mapping from your headers. Change any field, set defaults, and save it for next time.
Your CSV columns nov-sales.csv
QuickBooks Online fields
Date 11/03/2026Ref INV-1041Client Lakeview HotelStore Main StProduct CenterpiecesQty 12Price 45.00CustomerInvoice no.Invoice dateProduct/ServiceQtyRateLocationSuggested from your headers: 7 of 7
| Your CSV column | QuickBooks Online field | Notes |
|---|---|---|
Invoice No / Ref | Invoice / reference no. | Groups lines into one transaction and stops duplicates |
Customer / Vendor | Customer / Vendor | Matched by name; a new customer can be created on the way |
Date / Due Date | Transaction date / Due date | Formatted with a ready-made date function |
Account | Account | Matched to your chart of accounts; an unknown account is held for review |
Item / Product | Product/Service | Matched to your items; a new item can be created on the way |
Qty / Rate / Amount | Qty, Rate, Line amount | Checked before posting |
Tax Code | Sales tax | Mapped to your QuickBooks Online tax settings |
Class / Location | Class / Location | Kept when tracking is on in QuickBooks Online |
Memo / Description | Memo / Description | Carried to the line or the header |
Your file says “Sales”. QuickBooks says “Sales Income”. Pair the values once and every future row uses the right record. AutyAI suggests the pairs with a confidence score.
Value matching SampleSalesSales Income 96%SuppliesSupplies & Materials 91%METRO SUPPLY #4471Metro Supply 88%Each QuickBooks Online CSV import error below is checked before anything posts.
| Error | What causes it | How Autymate handles it |
|---|---|---|
| “Account doesn't exist”Flagged in the file: Account Packaging Not in your chart | The account in your CSV isn't in your chart of accounts. | Holds the row with a plain-English reason, so you can map it to an existing account.After Autymate: Account Supplies Mapped |
| Wrong bank file formatFlagged in the file: Columns 6 QuickBooks takes 3 or 4 | QuickBooks wants bank CSVs in a 3- or 4-column layout, and most banks export more. | Maps the columns your bank exports, as they are.After Autymate: Columns 6 of 6 Mapped as exported |
| Wrong separatorFlagged in the file: Row 2 B-201;Metro Supply;… Read as one column | Semicolons, tabs or pipes break the columns. | Detects the separator automatically.After Autymate: Separator ; Detected |
| Dates changed by ExcelFlagged in the file: Bill Date 11/2/26 Changed by Excel | Re-saving in Excel flips date formats. | Formats every date with one rule before posting.After Autymate: Bill Date 11/02/2026 One date rule |
| “Contact already exists”Flagged in the file: Customer Lakeview Hotel Already in QuickBooks | QuickBooks won't import a contact that's already there. | Matches existing contacts by name and uses them.After Autymate: Customer Lakeview Hotel Matched and reused |
| File too largeFlagged in the file: File 3,426 rows Over 1,000 | QuickBooks takes files under 1,000 rows. | Imports the full file in one run.After Autymate: Run 3,426 rows One run |
| Duplicates after a re-runFlagged in the file: Invoice No INV-1041 Uploaded again | The same export gets uploaded twice. | Skips rows that already posted.After Autymate: Invoice No INV-1041 Already posted, skipped |
Sign in with Intuit and connect your company in one click.
Drop in the export as it is, and pick the record type.
Autymate matches your columns to QuickBooks Online fields. Adjust anything, then preview.
See what posted, fix any held rows, and re-run without duplicates.
Start from a ready-made template. Each one maps a common CSV job to QuickBooks Online.
Yesterday's sales export becomes one sales receipt per location, ready before the books open.
Every template can run
Rows that share an invoice number become one multi-line invoice, with terms and due dates.
Returns from your POS or store export post as refund receipts or credit memos.
Each bill posts with its vendor, expense lines and due date, ready to pay.
Card spend lands against the right expense account, line by line.
One balanced entry per pay run, with departments kept as classes.
History and opening balances from your old system, posted as balanced entries.
New names are created and existing ones matched, so later imports find them.
QuickBooks' own import suits a short contact list. For transactions, these limits are where teams get stuck.
| QuickBooks Online built-in import | Autymate Transactions | |
|---|---|---|
| Rows per file | Under 1,000 rows (100 invoices per invoice import) | Larger files, no manual splitting |
| Invoices with sales tax | Not possible once sales tax is set up | Tax codes mapped to your settings |
| Discounts & credit memos | Not on the invoice import | Supported |
| Bank statement CSVs | Fixed 3- or 4-column layout only | The columns your bank exports, mapped for you |
| Bills (US) | Advanced only | Essentials, Plus and Advanced |
| Contacts already in QuickBooks | Can't be imported again | Matched by name and reused |
| Missing customers or items | Import your lists first | Created on the way |
| Duplicates on re-run | No protection | Already-posted rows skipped |
| Saved mappings & scheduling | No | Yes |
| Undo | No bulk undo | Undo a whole run or chosen records |
QuickBooks Online limits from Intuit's help articles, checked November 2026. They can change by plan and region. (Intuit: common questions about importing data (US) (opens in a new tab) · Intuit: import multiple invoices (US) (opens in a new tab) · Intuit: format CSV files for bank upload (opens in a new tab))
One small file, once? Here's how to import a CSV in QuickBooks yourself
Sales, expense and payroll exports posted in minutes instead of typed in.
Client CSVs in every shape. Save a mapping per client and reuse it.
One CSV per location or one for all, with classes and locations kept.
History and opening balances from your old system, exported to CSV.
Statement CSVs from any bank, without reshaping columns first.
Daily sales, fees and refunds from systems that only export CSV.
Missing accounts, unbalanced entries and bad dates are caught before anything reaches QuickBooks.
Re-run a file without double-posting what already went in.
Map once, reuse every time you import the same kind of file.
Roll back a whole run, or just the records you choose.
CSV today, plus Excel, IIF and Google Sheets when you need them.
Turn a monthly upload into a scheduled automation, or a watched folder.
Free plan, no credit card needed.
Start free with no credit card. Standard runs every location from one automation for $19 per location.
Yes. QuickBooks Online's own import takes CSV for lists and several transaction types, in files under 1,000 rows. Autymate Transactions imports invoices, bills, journal entries, expenses, checks, deposits, credit memos and more from the CSV you already have, without splitting it or reshaping its columns.
To import CSV into QuickBooks Online, connect QuickBooks Online to Autymate Transactions, upload your CSV, pick the record type, review the column mapping and preview, then import.
QuickBooks Online's own import takes files under 1,000 rows, and 100 invoices at a time. Autymate imports larger CSV files without splitting them by hand. The Free plan covers 200 rows a month; the Standard plan has unlimited rows.
Yes. QuickBooks Online's bank upload expects a 3- or 4-column layout. Autymate maps whatever columns your bank exports, so you don't have to reshape the file first.
Comma, semicolon, tab and pipe-separated files, saved as .csv, .txt, .tsv, .psv or .dat. Autymate detects the separator for you.
The usual causes are accounts that don't exist yet, contacts that already exist, invoices on a company with sales tax set up, mixed date formats, the wrong separator, or a file over 1,000 rows. Autymate checks for each of these and holds the affected rows with a plain-English reason before anything posts.
Autymate remembers every record it has posted, so re-running a file skips the rows that already went in. Nothing posts twice.
Autymate Transactions starts free, with no credit card, one location and 200 rows a month. The Standard plan is $19 per location per month, with unlimited rows.
Yes. Save the mapping once and run it on a schedule, or have Autymate pick up each new file from Google Drive, an SFTP folder or Amazon S3.
Get your CSV data into QuickBooks Online today. Start free, no credit card needed.
Intuit Gold PartnerSOC 2 Type II audited1,000+ Five-Star Reviews
QuickBooks OnlineSample✓ 1,184 posted2 held for review