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jenn68
Level 1

Hi, for some reason when I import the cvs file, only 2 months are showing out of 12. How can I get the full cvs file to import into transactions?

 
1 Comment 1
KiazzymaeC
QuickBooks Team

Hi, for some reason when I import the cvs file, only 2 months are showing out of 12. How can I get the full cvs file to import into transactions?

Hello there, Jenn68. The reason why only two months of transactions were imported into QuickBooks instead of twelve months is likely because the date format of those two months matched the format you selected during the import process, while the remaining months had a different format.   

 

To address this, let's double-check the date format in your CSV file and ensure it matches the format you chose in QuickBooks. Also, I recommend using the MM/DD/YYYY format for all manual imports. This is the standard for QuickBooks and ensures all data is captured correctly.

 

Once the CSV format is corrected, you can then import the remaining transactions. After importing, your transactions will appear in QuickBooks. Be sure to review them so you can identify and exclude any duplicates.

 

Then, you can begin categorizing your transactions to ensure your income and expenses are well-organized.

 

If you have further questions, please feel free to ask. We're here to assist! Afterward, please review them to exclude any duplicates and begin categorizing them to keep your expenses organized.

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