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fionarenniephoto
Level 1

I am having issues uploading a CSV file with older transactions. Any idea how I can get around this? It says "Error Importing (Probably our fault)"

I've tried a few times and no result. Any help / advice appreciated.
4 REPLIES 4
4Gal
Level 11

I am having issues uploading a CSV file with older transactions. Any idea how I can get around this? It says "Error Importing (Probably our fault)"

You can use the trial version of csv2qbo converter tool as a workaround.

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

 

Archie_B
QuickBooks Team

I am having issues uploading a CSV file with older transactions. Any idea how I can get around this? It says "Error Importing (Probably our fault)"

Hi there, fionarenniephoto.

 

I can share some information to ensure your CSV file is imported successfully into QuickBooks Online.

 

The error you receive could be a result of an error in the file format of the CSV that you're trying to import. With that, we can check if the necessary fields are included to make sure your file is uploaded successfully. You can use this article as a reference: Format CSV files in Excel to get bank transactions into QuickBooks Online

 

If the details and format of the file are correct but the issue persists, we can perform troubleshooting steps to check and fix any underlying browser issues. One of the possible reasons you might be having is that your browser saves outdated and corrupted cache files from websites you visit over time. This can occasionally cause issues with loading or navigating those pages.

 

We'll start by accessing your QuickBooks Online account through a private/incognito window. Depending on your browser, use the keyboard shortcut below to open one:
 

  • Google Chrome and Microsoft Edge: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Option + P
     

If you're able to see and access vendor transactions, you can go back to your regular browser and clear its cache. This procedure will remove any outdated or corrupted internet files that may be causing issues while browsing.

 

Alternatively, you can look and use other supported browsers for the best experience while working in QuickBooks Online.

 

Feel free to reach the Community or leave a comment in this thread for any follow-up questions. I'll be happy to assist. Have a great day!

gthgrl
Level 1

I am having issues uploading a CSV file with older transactions. Any idea how I can get around this? It says "Error Importing (Probably our fault)"

I have downloaded from Google Sheets and do not have Excel; is there a work around for this, like connecting the sheet to Quickbooks (which would make sense). I am trying to update everything, but Quickbooks will not upload everything from my bank (Monzo) and I refuse to have Microsoft software on my Mac.

KimberlyS
QuickBooks Team

I am having issues uploading a CSV file with older transactions. Any idea how I can get around this? It says "Error Importing (Probably our fault)"

We appreciate you joining us in the thread, gthgrl. I'm pleased to discuss information regarding the ability to import bank transactions in QuickBooks Online (QBO).

 

Please know that connecting Google Sheets to QBO is currently unavailable. You can only connect to Spreadsheet Sync to work with your data simultaneously if you have QBO advanced, which requires an Office 365 edition of Excel and isn't applicable for bank transactions.

 

In the meantime, you can download your bank statements and look for a third-party application to convert them into a CSV file to meet the system requirements for importing bank transactions. After that, here's how you can upload them into the software:

 

  1. Head to the Gear icon, then Chart of Accounts.
  2. Look for the account you want to upload the transactions into and click View register.
  3. Pick a start date based on your oldest transaction.

 

Since you already have your bank transactions ready, you can proceed to this article and scroll down to Steps 3 and to complete the importing process: Manually upload transactions into QuickBooks Online.

 

Moreover, you can scan these resources for guidance on reviewing your transactions and post them to the appropriate accounts:

 

 

We're always around if you need help importing bank transactions or other concerns related to QuickBooks Online. Just click the Reply button to inform us in the Community.

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