CSV error - Some info may be missing from your file

jtmonton · ‎March 23, 2022

Anyone having issues with uploading bank transactions through CSV?

I keep on having an error "Some info may be missing from your file. Double-check that your file is complete and try uploading again."

I have checked my CSV file multiple times, followed the correct instruction but it' still not working.

Any help is very much appreciated. Thank you.

AileneA · ‎March 23, 2022

Hello, jtmonton.

You may encounter this error when the CSV file’s format is incorrect, or the template doesn’t meet the specific requirements. Please note that the maximum file size is 350 KB.

If the file exceeds the limit, shorten the date range and download transactions in smaller batches. To know more about how you can check the format, check out this link: Format CSV files in Excel to get bank transactions into QuickBooks.

Additionally, missing info can be also caused by several factors. We can also consider the interrupted connection. When there are connection faults during the download process, some transactions won’t be downloaded successfully. When importing your bank transactions, there are certain factors to consider.

Make sure the file is in a CSV (comma-separated values) format.
Ensure to save your data as a CSV or Comma delimited.
Check if the file has blank lines if it does delete them.
Please make sure to select the column header labels (from the dropdowns) that match the column header labels in your CSV file.
Your CSV file should contain the following information: Date, Description, and Amount.

Check out the additional pointers below that will guide you in reformatting your CSV file:

0's are not allowed anywhere in the file, e.g Rs. 0 should be left blank
Commas for thousands are not allowed either e.g 2,111 should be 2111
Other special characters such as #, %, and & are not allowed
Correct any transactions with the amount showing in the description column

Please know that the standard date format is dd/mm/yyyy (01/02/20). I would also recommend shortening your description so that the program will be able to easily read your bank transactions.

Once verified, you can re-import your transactions following the correct format. You can use these articles for more detailed steps in importing your transactions:

Feel free to hit that Reply button if you need more help with QuickBooks or fixing import errors. Have a great day ahead. Take care!

View solution in original post

AileneA · ‎March 23, 2022

Hello, jtmonton.

You may encounter this error when the CSV file’s format is incorrect, or the template doesn’t meet the specific requirements. Please note that the maximum file size is 350 KB.

If the file exceeds the limit, shorten the date range and download transactions in smaller batches. To know more about how you can check the format, check out this link: Format CSV files in Excel to get bank transactions into QuickBooks.

Additionally, missing info can be also caused by several factors. We can also consider the interrupted connection. When there are connection faults during the download process, some transactions won’t be downloaded successfully. When importing your bank transactions, there are certain factors to consider.

Make sure the file is in a CSV (comma-separated values) format.
Ensure to save your data as a CSV or Comma delimited.
Check if the file has blank lines if it does delete them.
Please make sure to select the column header labels (from the dropdowns) that match the column header labels in your CSV file.
Your CSV file should contain the following information: Date, Description, and Amount.

Check out the additional pointers below that will guide you in reformatting your CSV file:

0's are not allowed anywhere in the file, e.g Rs. 0 should be left blank
Commas for thousands are not allowed either e.g 2,111 should be 2111
Other special characters such as #, %, and & are not allowed
Correct any transactions with the amount showing in the description column

Please know that the standard date format is dd/mm/yyyy (01/02/20). I would also recommend shortening your description so that the program will be able to easily read your bank transactions.

Once verified, you can re-import your transactions following the correct format. You can use these articles for more detailed steps in importing your transactions:

Feel free to hit that Reply button if you need more help with QuickBooks or fixing import errors. Have a great day ahead. Take care!

jtmonton · ‎March 23, 2022

Hi AileneA,

Thanks for the reply.

All of the factors considered below are correctly followed:

1. Size file is just 1KB.

2. File type is in CSV.

3. No blank lines.

4. Format is correct (no special characters)

5. Date format is dd/mm/yyyy

I have attached a screenshot of the lines being captured in QBO but does not proceed when selecting "Continue".

Appreciate your additional help.

Thanks

AlexV · ‎March 23, 2022

Hello jtmonton!

Thank you for making sure that the files meet the requirements.

I suggest you reach out to our Support Team so they can investigate it further. That way, we can determine the cause of this issue.

Click the (?) Help icon and enter Talk to a human (then type it again when prompted).
When asked by the bot, enter "Import Bank Transactions".
Select I still need a human, then proceed with Contact us or Get help from a human.
Choose either Chat or Callback.

Here are the articles if you need help in reviewing your transactions and balancing your accounts:

Leave a comment again here if you need more help with this. Thanks!

Fiat Lux - ASIA · ‎March 23, 2022

@jtmonton

Utilize the trial version for csv2qbo converter to isolate the issue.

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

lhudybernal · ‎June 29, 2022

I'm getting the same error but QB support exited the chat without resolving the issue

Archie_B · ‎June 29, 2022

This isn't the kind of experience we'd like you to have, lhudybernal. Let me share some information so we can address your issue right away.

First, you need to check the correct columns QuickBooks use when mapping your data. The three mandatory fields needed to import your file are Date, Description and Amount Columns.

Additionally, each bank has it's own format for CSV file. Remove the other fields or change the name of the columns in your CSV to match the titles in QuickBooks.. You can use this article as your guide: Format CSV files in Excel to get bank transactions into QuickBooks.

Once you've successfully get you bank transactions into QuickBooks Online, check out these resources to help you review those transactions:

Get back to me if you have other follow-up questions about importing bank transactions to QuickBooks Online. I'll get back to you as soon as I can. Take care and have a great day!

lhudybernal · ‎June 29, 2022

I've done all troubleshooting but I'm getting the same error since yesterday. I'm doing this every month for all my clients and this is the first time it happened. Can you please check the attached file?

Thank you for your response!

CharleneMae_F · ‎June 29, 2022

I appreciate all the troubleshooting steps you've performed to get this resolved, lhudybernal.

I've checked the attached file you mentioned. However, it's not visible in your post. Do you mind sharing it again?

Since the error persists, I'd suggest contacting our QuickBooks Support Team. They're equipped with tools to check the cause. It'll also allow them to submit a ticket to our engineering team to alert them about the issue if necessary.

Here's how:

Go to the Help (?) icon at the top.
On the Assistant tab, click Talk to a human.
Enter your concern in the Type something field, then click the send icon.
Click on I still need a human.
Select Get help from a human.
Choose the Call us button.

To ensure that you'll be assisted on time, please see our support hours.

Additionally, I've added these resources that'll help in reviewing your transactions and balancing your QuickBooks accounts:

You can always get back on this thread to add the file or ask additional banking questions. We'll get back to you as soon as possible. Take care!

lhudybernal · ‎June 29, 2022

@CharleneMae_F Below is the google drive link for the file. Please let me know if you can access it. Thank you.

https://drive.google.com/file/d/1fHN6hTVCZo4rKVwuWTC2BxMHs3Zt93vt/view?usp=sharing

I already contacted QB chat support but the person I talked to exited the chat without even trying to resolve the problem.

MadelynC · ‎June 30, 2022

I'm here to provide troubleshooting steps so you can successfully upload your CSV file to QuickBooks, @lhudybernal.

Before anything else, I appreciate your efforts and thank you for sharing your file with us. I can now access it.

When uploading CSV files to QuickBooks, you'll want to ensure columns are only 3 or 4 and dates are in one format.

Based on your attached document, you have 4 columns. To sort this out, you can either delete the Received column to match the 3-column format or follow the 4-column format that contains the Credit and Debit column. Check out this article to learn more about the CSV formats: Format CSV files in Excel to get bank transactions into QuickBooks.

If the issue persists, open your QuickBooks Online account in a private or incognito window for testing. You can use these shortcuts keys below for quick navigation:

Google Chrome: Ctrl + Shift + N
Safari 11 or newer: ⌘ + Shift + N
Mozilla Firefox: Ctrl + Shift + P
Microsoft Edge: Ctrl + Shift + P

After logging in, redo the process. If you can import the file, get back to your regular browser and clear its cache. Doing this helps the program to run better. You can also use other supported browsers as an alternative.

Once everything is good, you can directly categorise and match your online bank transactions in the program. Then, use this reference to ensure your account are balanced and accurate: Reconcile an account in QuickBooks Online.

Please let us know if you need more help with managing your bank transactions. We’ll get back to you as soon as we can.

Mai Flores · ‎October 29, 2022

Hello, was this issue already resolved on your end? I am encountering the same error and based on the discussions, looks like no concrete steps resolved the issue. If this was already resolved, may I know please what steps you did? Thank you so much in advance. :)

Jovychris_A · ‎October 29, 2022

Thank you for joining the Community, @Mai Flores.

You can consider following AileneA's answer that the original poster has marked as solved. I also see her response as very informative, and able to click the links or articles to get concrete details on what to do.

Once you uploaded the transactions to QuickBooks Online, please take a look at these articles for reference to match or add them:

You're always welcome to comment if you have other questions about uploading online banking transactions. Anytime I can help. Take care, and more power to our business!

Johann233 · ‎February 20, 2023

Hi,

I'm posting this here in case it's helpful to anyone else. For some reason I was facing the same even though I had been able to upload files previously. And I tried all the solutions that were suggested in this thread. I even tried to upload different files. I happened to go back and look at the previous uploads and I realised that this time I was trying to upload into a sub account. When I switched to the parent account that I'd used before, it worked fine. Perhaps you've been trying to upload into a sub account?

Topics

Training

Community

Resources

CSV error - Some info may be missing from your file