cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
info2225
Level 1

My goal is to successfully upload my MasterCard and credit card transactions into QuickBooks Online without any errors.

Subject: Urgent Feedback on CSV Import Process I have been facing continuous challenges with the CSV file import process in QuickBooks. The current system is unnecessarily complex, with limited guidance and no proper resources for troubleshooting common formatting errors. Even after correctly preparing my CSV files, QuickBooks often rejects transactions or misreads data, which wastes valuable time and delays my accounting work. As a paying user, I expect a smoother, more user-friendly process that works reliably and provides clear, step-by-step support. QuickBooks must prioritize improving this feature to ensure small businesses and nonprofits can manage their financial records efficiently without unnecessary frustration.

2 Comments 2
GlinetteC
Moderator

My goal is to successfully upload my MasterCard and credit card transactions into QuickBooks Online without any errors.

I understand how time-consuming it can be to repeatedly face challenges when importing credit card transactions into QuickBooks Online, info2225.

 

Please note that QuickBooks Online has specific formatting requirements for CSV files to ensure successful import. Please refer to the official import guide for the correct format mentioned in this article: Format CSV files in Excel to get bank transactions into QuickBooks.

 

We also created a detailed list of frequently asked questions to help with importing data into QuickBooks Online. It includes useful tips and clear instructions to ensure a smooth and efficient process.

 

We know how important it is to manage your financial data easily, and we're here to help. If you have any questions, please add them in the comments. 

SIAB
Level 7

My goal is to successfully upload my MasterCard and credit card transactions into QuickBooks Online without any errors.

@info2225 

You can use csv2qbo converter tool to isolate the problem.

https://www.moneythumb.com/?ref=110

 

Need to get in touch?

Contact us