Question

Cant Import csv files

Forum|Forum|7 years ago
May 4, 2019
2 replies
5 views

Hi,

I'm trying to import CSV files for my bank accounts but am unable to do so. For my National bank and PC Financial Mastercard, there is no response when I select the file. For TD Bank, it shows the transactions but when I click continue, it shows me an error.

Kindly help me solve this.

Thanks

Ravie

QuickBooks Self-Employed

R

RCV

QuickBooks Team

Hi there, raviecharles.

We currently have an ongoing issue about unable to import CSV files into QuickBooks Self-Employed (QBSE). Our engineers are still investigating the cause of this issue.

While we are working on getting this resolved, I'd suggest contacting our QBSE Customer Support Team. They can add you to our notification list and you'll receive an email update for this one.

Here's how to reach them:

Click Help (next to Assistant) menu on the upper right.
Choose Contact us.
Fill in Ask a question (or tell us what’s wrong).
Select Continue.
Choose Chat method to contact support.

For more options on how to contact QBSE Support, you can check out this article: Get help with QuickBooks products and services.

I'll keep an eye on the issue and will get back to you if there's an update.

K

kg13

Still not working for me. When I tried to get help they just referred me to an article where I wasted even more time trying to change things and make it work. This makes it sound as if it just doesn't work for quickbooks self-employed.... Can you just confirm this so I can move on and cancel my subscription? Also there is no way to get to the link to help as you describe above. It just sends to more articles that are of no use for this issue.

L

LauraAB

Level 8

THis is the exact same issue for me and I have had two representatives try to help. One guy was able to adjust my CVS file to work and the other Lady just asked me to do the same things over and over however when I asked her to email me so that she could work on the file like the man did, she said No.. was pretty sure she did not know how to help me at that point.

I have moved from quickbooks small business to now two subscriptions of self employed for two businesses however wondering if I will be able to use them or have to cancel both.

I am unable to download past entries needed to use the accounts.

Reading through the thread this was a known issue last year? Anything corrected?

Thanks

Hello ssmilsky1,

Thanks for taking a moment to describe what's happening when you're trying to import CSV files into QuickBooks Self-Employed and how things have gone with support up to this point. It's important to me that this is addressed so that you can get to work in your books, and I can help point you in the right direction.

When it comes to issues with importing CSV files, I find it's often something with the formatting of the file itself that needs addressing. I've seen a number of users take advantage of apps like the one Fiat Lux mentions to help isolate and correct whatever the issue is with the CSV, and then they're able to import it without issue. Feel free to research and try one of those options to get back on track.

Additionally, if you have the email communications with the first agent you worked with who successfully helped you with your CSV, feel free to reference those to see if his advice works this time around if he shared with you the steps he took to correct the file. Otherwise, I recommend connecting with support again to try working with another agent, or you can request to speak with a supervisor if your situation still isn't resolved.

QuickBooks Self-Employed support operates using chat or email support if the issue isn't resolved in the chat and should be able to get you back on track with this. As a refresher, here's how you can get in touch.

Select the Assistant feature.
Type and enter "talk to human."
Follow the prompts.

Wishing you the best with this!

C

CBlue

New Member

''The date format you chose doesn’t match the date format in the CSV file. Either select another format or correct the dates in the CSV file to continue.''

I was having a very puzzling CSV import issue.

[EDIT : I found the problem on my own and I am posting the solution in order to help other people facing a similar issue.]

SOLUTION : look carefully at your entire data set. The list of rows may be quite long (several hundreds of rows of transactions). Some rows inside your CSV sheet might be missing a single Date.

In my case : 2 rows deep inside my data set were missing a Date ex. dd-mm-yyyy (this was because they were initially coming from a SPLIT expense/transaction imported from my old Quicken Home and Business data file!)

.............

Description of initial problem:

Even tough I successfully imported several CSV files (5 or 6) into various Quickbooks Online accounts (ex. Savings, Chequing data sets) all of a sudden when I try to import a CSV file into a RBC VISA account, the QB system tells me the Date format is wrong.

I used the same Date format as in all my previous files. To see if there was a temporary glitch, I attempted all the following:

- I refreshed the software page and retried

- I resaved my Excel data set into a new fresh CVS file (to avoid possible file corruption)

- I tried different CSV formats (regular CSV for Windows and and CSV UTF-8);

- I tried different date formats : dd/mm/yyyy or dd-mm-yyyy etc

- I tried a regional date format starting with * asterisk ex. *dd-mm-yyyy

- I even tried using a web browser to import the data set, instead of QB windows software, ---- nothing works!

What am i missing?

L

lin_jcaj

Level 9

There is an on-going investigation with regards to importing CSV files, CBlue.

Our product engineers are now investigating to check the root cause of the issue so they can look for a permanent fix. I'd encourage you to give us a call so they can add your company file to the lists of affected users.

Here's how:

Click Help icon in the upper-right corner of the screen.
Choose Contact us.
Enter a brief description of your concern, then click Let's talk.
Choose Get a callback.

I'll make sure to keep you updated once I'll receive progress about this investigation.

It'll be my pleasure to help if you have other concerns.

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