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.
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:
For more options on how to contact QBSE Support, you can check out this article: Contact QuickBooks Self-Employed Support.
I'll keep an eye on the issue and will get back to you if there's an update.
''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?
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.
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.