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K
Kraanerg
February 3, 2020
Question

Problem Importing CSV files

  • February 3, 2020
  • 1 reply
  • 1 view

Imported CSV files into QBSE but columns do not align correctly. Eliminated the "Unique ID" column as it's a constant and adjusted the names but here is no "Balance option". Program will not allow me to move forward no matter what I call the "Balance" column


Unique ID                                            Date                          Description          Amount          Balance
0000403****-170-SDA-0****1   Jan-31-2020                Interest Paid              $0.05         $1,293.56

    1 reply

    L
    LauraAB
    Level 8
    February 3, 2020

    Hello Kraanerg,

     

    Thanks for joining us! It sounds to me like you're running into this issue when trying to manually import your bank feed or other transactions via the .CSV file. I want to make sure you're able to get this taken care of so you can get back to business.

     

    Although I get the feeling you're well acquainted with the process, here's our article for this process, just to make sure you have all the information you need: Add older transactions to QuickBooks Self-Employed

     

    For this situation, I'd like for you to get help directly from an agent. They'll be able to work through this with you step-by-step and work through any bumps in the road during the process. You can get help for QuickBooks Self-Employed by following the steps in this link: Contact QuickBooks Self-Employed Support To reach an agent, you can type "talk to human" in the Assistant tool.

     

    I hope that helps! Enjoy the rest of your day. 

    M
    mark120
    February 6, 2020

    Good Morning,

     

    I am having real difficulty uploading my CSV files I have downloaded from my bankl account. HSBC does not allow me to connect direct so I require to import manually. 

     

    When I go to import the spreadsheet it says, "Darn. File upload failed (Probably our fault). Please give it another try. If you see this message again you may need to contact us."

     

    I have been trying for two days now. I have tried at work and using my personal computer at home with no luck. I tried using incognito mode and other browsers with no luck. 

     

    Is there currently a software error on your side?

     

     

    Regards

     

    Mark Taylor

    L
    LauraAB
    Level 8
    March 9, 2021

    @Haas CFO 

    Utilize the trial version of this app to isolate the issue

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

     


    Hello Haas CFO,

     

    It's good to hear that you've been trying different troubleshooting steps to make sure you can import your bank's CSV files into QuickBooks Self-Employed. I can appreciate how it would be confusing that for the credit card it worked without issue but the bank's file is giving you trouble, even after making sure the formatting is correct. I want to ensure you get the assistance you need with this.

     

    Starting with a third-party service that may be able to detect issues with CSV files is a good place to start. It could be there's something that's not immediately visible with the file that's causing the problem, so checking out those kinds of services may be beneficial to getting back on track. Feel free to explore this option if you'd like.

     

    This is also a good opportunity to connect with QuickBooks Self-Employed support, as has been highlighted on this thread a few times. I'd just like to take a moment to clarify that process since the article provided previously has been edited from when it was originally posted. The way to connect with the QuickBooks Self-Employed team is as follows.

    1. Select the Assistant feature.
    2. Type and enter "talk to human" in the chat box.
    3. Follow the prompts.

    That way, you can connect with a human member of our team instead of the chat bot. Our team member will be able to gather your details and guide you toward a resolution with uploading your file.

     

    I hope this helps!

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