CSV error - Some info may be missing from your file

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

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.

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

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

• Categorise and match online bank transactions in QuickBooks Online
• Reconcile transactions that are older than your opening balance in QuickBooks Online

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

@jtmonton 

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

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

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

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:

• Categorise and match online bank transactions in QuickBooks Online
• Add and match downloaded bank transactions [Video]

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!

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!

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:

1. Go to the Help (?) icon at the top.
2. On the Assistant tab, click Talk to a human.
3. Enter your concern in the Type something field, then click the send icon.
4. Click on I still need a human.
5. Select Get help from a human.
6. 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:

• Categorise and Match Bank Transactions
• Reconcile an Account in QuickBooks Online

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!

@CharleneMaeF 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.

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. 

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. :)

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:

• Categorise and match online banking transactions in QuickBooks Online
• Reconcile an account in QuickBooks Online

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!

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?

Thank you thank you thank you. This solved the problem for me.

We appreciate you for coming back, Kitt1.

Thank you very much! I appreciate you taking the time to let us know that my colleague's solution was able to assist you. I also commend you for following the suggestions and utilizing all of your resources to arrive at the solution you have now.

As always, the Community is brimming with professionals who are knowledgeable in every aspect of QuickBooks, so please don't hesitate to contact us here if you have any questions. We're always happy to assist you on your way to victory. I wish you and your company continued success!

I’m having issues uploading 

Hi there, Fnk09.

In order to assist you with your concern, I'd like to gather some information. Could you please let me know what specific issues you're having when uploading the CSV file? Any relevant screenshots about your concern would help me provide the best assistance.

Your cooperation is greatly appreciated and will help me provide you with the most accurate information. I look forward to hearing back from you soon so we can resolve this matter as quickly as possible.

I am having a similar issue. I've upload a number of times. Now, the upload is accepting a portion the file and not the rest. I'm getting the red stop sign with an exclamation point in the middle for the transactions that are not accepted. The entire file is formatted the same. 

Hello, @Drewppy.

I'm here to ensure you can upload CSV format files in QuickBooks, 

Before we start, I'd like to know the exact error message you're seeing so I can ensure we're on the same.

One potential cause for this error is an incorrect format and mapping of the CSV file.

To fix this, ensure you've selected the accurate columns during the mapping stage; otherwise, QuickBooks won't be able to interpret the data properly. To simplify this process, consider the following steps:

1. Remove any unnecessary columns from your CSV to prevent confusion. The essential columns required by QuickBooks are:
   1. Date
   2. Description
   3. Amount
2. Modify the column names in your CSV to align with the titles in QuickBooks.

Additionally, please take note that not all banks create their CSV files the same way, so you may need to make extra changes to get your transactions in. 

Here's more detailed information that may help you identify why you received errors when uploading CSV format files in QBO: Common errors for importing bank transactions using CSV in QuickBooks Online

Moreover, once you've successfully gotten you bank transactions into QBO, check out these resources to help you review those transactions:

• Categorise and match online bank transactions in QuickBooks Online
• Add and match downloaded bank transactions [Video]

If you need more help with QuickBooks or fixing import errors, you can comment below, and we'll respond to you as soon as possible.

Hi and thank you for replying. The strange thing is that ~50% of the file is uploading properly while the other half is getting an error. This leads me to believe that is not a format error. 

Thank you for bringing this to our attention, @Drewppy. We prioritize your experience by ensuring a streamlined transaction process in QuickBooks Online. Let me assist you in resolving your concern.

I'd like to gather more information about the issue you're facing. Could you please let me know the exact error message or a screenshot that contains the error? Any additional details you give will help me provide appropriate instructions. In the meantime, you can try uploading it by batch to lower the file size. 

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. It 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:

• Chrome: Ctrl+Shift+N
• Firefox: Ctrl+Shift+P
• Safari: Command+Shift+N

If it works, return to your regular browser and clear your browser's history to start afresh. We also suggest using a different supported browser because the QuickBooks version you're utilizing now may have a temporary malfunction.

You can use this article as a reference: Fix bank upload errors in QuickBooks Online.

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:

• Format CSV files in Excel to get bank transactions into QuickBooks
• Common errors for importing bank transactions using CSV.
• What to do if you can’t find downloaded transactions in QuickBooks Online

Keep us updated if you encounter any other challenges other follow-up questions about importing bank transactions to QuickBooks Online, @Drewppy. The Community is always ready to assist you, and we wish you success in your business endeavors. Take care!

You can see where it accepted part of the upload and not the rest. The fields for the upload  are all the same. Also, the file is well below the file size limit. At times it blocks on the amount side and at times it blocks on the date side. Any help that you can provide would be greatly appreciated. Thank you. 

Thanks for getting back to us, Drewppy. This is unusual and there doesn't seem to be any obvious issue from the screenshot provided. 

How many lines are on the file in total, and do you receive the same error if you split the file and import only the ones showing the error?