I appreciate your initiative, Guy. Importing your transactions fails if the CSV file's format is incorrect or the template doesn't meet specific requirements.
If you've experienced an error, can you specify the message you received? It will help us better understand your concern and provide an accurate resolution.
In the meantime, ensure your CSV file is below 100kb and doesn't exceed 1000 rows. If it does, consider downloading less information from your bank and doing so in smaller batches.
Moreover, you can perform basic troubleshooting to resolve the issue. Start by accessing your QuickBooks account in a private/incognito browsing window, as stored temporary internet files may be causing the problem. You can use these keyboard shortcuts below:
- Google Chrome: Ctrl + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Microsoft Edge: Ctrl + Shift + P
- Safari: Command + Shift + N
If this works, go back to your regular browser and clear its cache. You can also use another supported browser, as this issue can sometimes be related to the particular browser you're using.
Once transactions are uploaded, categorise them to avoid duplicates or discrepancies.
If you need additional help importing your CSV file, please click the Reply button, and we'll respond promptly.