An error when uploading a CSV file is usually caused by incorrect mapping or format, Kate.
Can you share the specific error message you encountered when uploading your CSV file to QuickBooks? Any additional details or screenshots will help us provide you with a tailored solution.
Before uploading, please ensure the correct columns were selected during the mapping stage. QuickBooks will not be able to read the data otherwise. To make the mapping stage easier, you can do the following:
- Your CSV file should contain the following information: Date, Description, and Amount.
- Ensure the file is in CSV (comma-separated values) format.
- Check if the file has blank lines. If it does, delete them.
- Select the column header labels that match the column header labels in your CSV file.
Next, you’ll need to check the format, as not all banks create their CSV files the same way. QuickBooks uses either a 3-column or 4-column format. Here are a few things to look out for:
- Keep the amounts column simple by avoiding currency symbols and commas.
- Check that the date format matches the one you selected during the mapping stage.
- Special characters in the bank description can prevent you from importing your file.
Once done, upload your CSV to your QuickBooks again.
Feel free to leave a comment below if you have further questions or concerns about uploading bank transactions in QuickBooks.
