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QuickBooks requires the CSV file to meet specific formatting requirements for a successful upload. If there are formatting issues in the file, the upload cannot be completed. Ensure that your CSV file complies with QuickBooks formatting guidelines, Michelle.
Start by opening the CSV file using Excel or Google Sheets. Review it for extra spaces, special characters, or mismatched headers that differ from QuickBooks requirements. Remove any unnecessary information that does not conform to the required format.
Then, ensure there are no blank rows in your CSV file. Even one blank row can cause an upload error.
Check the date format if it complies with QuickBooks requirements, regardless of whether you're Excel, Google Sheets, or another tool. Here's the visual reference:
In continuation, here's an article with the guidelines and correct CSV formats: Prepare your CSV file for bank upload to QuickBooks.
Finally, once the file is already good to go, proceed back to QuickBooks and attempt to upload the file again. After that, review the entries to categorize the transactions.
If you require further help and clarification, let us know below.
