Hello userjoe3,
Rest assured, I take your concern seriously and am on the same page with the error you're getting when trying to import your older transactions into QuickBooks Self-Employed. I've done a bit of research into the error to learn what might be causing it, and I have a few suggestions for you based on what I've found.
The main focus with these suggestions is on verifying the format of your CSV file. The first thing to make sure of is that there are no blank spaces or rows among the transaction information. If you do see any blank spaces when you open the file, please remove those.
The other thing to ensure with your formatting is that the columns match what the program needs to properly map your information. There are two options.
The first option is that the columns include Date, Transaction name/description, Amount. The date format should be DD/MM/YYYY, and the amount column should show the figures with a plus or minus symbol so the program can see if it's income or an expense.
The second option is similar to the first. For this option, the CSV can have four columns: Date, Transaction name/description, Credit, and Debit. Again, the date format should be DD/MM/YYYY.
In many cases I saw, it was the date format that was causing the error, so I recommend paying particular attention to that detail in your file. Once you've got that squared away, please try importing again.
If you're still having trouble, I recommend reaching out to the QuickBooks Self-Employed team again. I want to make sure you get the proper assistance with this error, and I assure you our team can help. Here's how to reach out if you need the steps.
- Select the Assistant feature.
- Type and enter "talk to human" in the Assistant chat window.
- Follow the prompts to reach an agent.
Feel free to share how you solved the issue here. That way, it helps other users who may come across the same situation find a solution. Wishing you the best!
