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April 27, 2025
Question

My CSV is not loading to quickbooks

  • April 27, 2025
  • 5 replies
  • 8 views

I want to post last year transactions. i downloaded csv. It says it is not loading due to maybe a problem from quickbooks. not sure what to do. I need this for taxes.

5 replies

QuickBooks Team
April 27, 2025

Let's sort this out and ensure all financial transactions from last year are properly downloaded and recorded in QuickBooks Self-Employed (QBSE) in time for tax filing, fjaume.

 

Before doing so, please let me know the name of your bank. Additionally, what's the specific error message you receive after downloading? This will allow me to check our system for any reported issues related to your bank.

 

In the meantime, let's perform troubleshooting steps to resolve this. Let's start by accessing your account through an incognito window to eliminate webpage-related issues. Sometimes, numerous cached files can cause the browser to behave unexpectedly. 

 

You can refer to these shortcut keys to open an incognito window in all supported browsers:

 

  • Mozilla Firefox: CTRL + Shift + P
  • Microsoft Edge: CTRL + Shift + N
  • Google Chrome: CTRL + Shift + N
  • Safari: Command + Shift + N

 

Once done, clear the cache on your regular browser. Also, please note about the system-supported browser for the best and most secure experience.

 

Moreover, you might want to review this material for guidance on organizing your transactions accordingly: Categorize transactions in QuickBooks Self-Employed.

 

Feel free to inform us in the Community if you have additional questions about downloading transactions in QBSE. If you happen to come across any difficulties while managing your records, reports, and taxes, let me know and I'll help you out.

fjaumeAuthor
April 27, 2025
 Choose the File Type
  
 Quicken QuickBooks
 Makisoft Personal Makisoft the Accountant
 Money Sage 50 Accounting

 Spreadsheet software (.csv for Excel, Quattro Pro, Lotus, etc.)
Level 1
April 28, 2025

@fjaume 

Try csv2qbo converter tool as a workaround.

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