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Everything you need to know about connecting your bank and credit cards in QuickBooks Online
well-intuition
Level 1

i cant upload transactions that quickbooks has missed somehow.the system just sys 'sorry cant upload file probably our fault' i have downloaded in the correct csv format

 
2 REPLIES 2
ClaireSamanthaS
QuickBooks Team

i cant upload transactions that quickbooks has missed somehow.the system just sys 'sorry cant upload file probably our fault' i have downloaded in the correct csv format

Let us ensure that your data follows the 3-column or 4-column format, well-intuition.

 

Please note that QuickBooks can only import CSV files that follow one of the two accepted formats: a 3-column or 4-column layout. Use the format that matches your bank’s export file.

 

In a 3-column format, use negative values for payments (money out) and positive values for deposits (money in).

coulumn 3.png

 

In a 4-column format, enter the amount in either the Credit or Debit column for each transaction, leaving the other column blank.

column 4.png

 

You can check out this article as a reference for how to check the format of the CSV file you got from your bank to upload transactions to QuickBooks: Prepare your CSV file for bank upload to QuickBooks.

 

Ensure your file is correctly formatted before importing it into QuickBooks:

 

  1. Delete any columns in your CSV file that you don’t need. This will help avoid confusion during the mapping process. The required columns for QuickBooks are:
    • Date
    • Description
    • Amount
  2. Make sure the column names in your CSV match the titles in QuickBooks.
  3. Remove any special characters in your file (like @, #, %, etc.), as they can cause errors. Use Excel’s "Find and Replace" tool to do this quickly.
  4. Ensure the dates in your file align with the format you’ve chosen for QuickBooks mapping, preferably dd/mm/yyyy.
  5. In the AmountCredit, or Debit columns, clear out any cells with zero values and leave them blank instead.
  6. Make sure the Description column only contains text and doesn’t include numbers.

 

As always, please know that you can always count on our Community Space if you have further concerns or clarifications. We will be right here to offer assistance.

SIAB
Level 7

i cant upload transactions that quickbooks has missed somehow.the system just sys 'sorry cant upload file probably our fault' i have downloaded in the correct csv format

@well-intuition 

Try csv2qbo converter tool to isolate the problem.

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

 

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