Error importing CSV file from Co-op Bank

Amy Amelia Jones · ‎February 27, 2023

Hi I'm new to QB. I'm trying to import my CSV file for older transactions (Co-op bank). I have downloaded the file in a 4 column format, with right date format. Have tried putting 0s in the empty cells and leaving them blank- ie done the suggested formatting tips and it still wont upload. I'd be greatful for any help!! Thanks!

MichelleBh · ‎February 27, 2023

Thanks for the quick response, @Amy Amelia Jones.

I'll show you how to include screenshots in your response here on the Community website.

To add a screenshot here in the Community, please click the camera icon or Drag and drop here or browse files to attach. Ensure that the size of your picture is 9MB. See the sample screenshot below for reference:

You can visit the following articles for future use in handling your bank transactions:

I'll be waiting for your response. Keep safe always.

View solution in original post

Ashleigh1 · ‎February 27, 2023

Hello Amy Amelia Jones,

Welcome to the Community page,

Please can you send us a screenshot of the error you get when you try to upload the csv file And black out any information you do not wish to share with everyone on the community page.

Amy Amelia Jones · ‎February 27, 2023

Hi Ashleigh,

Could you tell me where to send it to please? thanks

MichelleBh · ‎February 27, 2023

Thanks for the quick response, @Amy Amelia Jones.

I'll show you how to include screenshots in your response here on the Community website.

To add a screenshot here in the Community, please click the camera icon or Drag and drop here or browse files to attach. Ensure that the size of your picture is 9MB. See the sample screenshot below for reference:

You can visit the following articles for future use in handling your bank transactions:

I'll be waiting for your response. Keep safe always.

Fiat Lux - ASIA · ‎February 28, 2023

@Amy Amelia Jones

Another option, use the trial version of csv2qbo converter tool to isolate the problem.

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

Amy Amelia Jones · ‎February 28, 2023

Thank you! I started all over again this morning and this time it worked. Thanks for the advice.

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Error importing CSV file from Co-op Bank