"I am struggling to import the old transactions even after downloading them as csv files they say upload failed, any help would be great.

I can share some tips on how you can bring in your bank transactions, info1337.

To successfully import your bank transactions, please make sure that your CSV file is formatted correctly. You can check the pointers that I've listed below:

• Standardize the date format to a single format (for example, dd/mm/yyyy).
• Remove the word amount if it appears in the Amount column.
• Remove zeroes (0) from the file and leave those cells blank.
• Correct any transactions that display numbers or special characters in the Description column.
• Mac users must save the file as a Windows CSV file.

Alternatively, you can perform some basic troubleshooting steps to fix the issue. It could be that the stored temporary internet file is the reason why you're unable to upload your bank transactions. You can start by accessing your QuickBooks account in a private/incognito browsing window. Doing this process will help identify if it's a browser-related issue since this mode doesn't save cache and cookies. Feel free to use the shortcut keys below:
 

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

Once you're in, please import the CSV file again. If working well, you'll have to go back to your regular browser then initiate a clear cache to get rid of accumulated junk files. You may also use other supported browsers to further isolate this issue. It's possible that the one you're currently working on may have a temporary issue with QuickBooks. Utilizing a different one in the meantime will help you get back to work.

Additionally, here's an article that you can read to help manage your downloaded bank transactions in QuickBooks Self-Employed:

• Categorize transactions

• Split transactions

I'll be right here to continue helping if you have any other concerns or additional questions. Stay safe and healthy.

Hi KlentB

I am trying to upload a CSV file from Monzo. I have already uploaded statements using exactly the same process with success but keeps failing to upload the last file I have and gives me the 'Darn, file upload failed (Probably our fault).... please contact a member of the team'.

Can you help atal? I've tried everything from this thread and any other tread I can find on the error message with no luck. Thanks!

Thanks

Chris 

Hi Chris, Is it a file from numbers or excel? Can we ask you to right-click on the date column and format cell and select the right date range and save. To remove any columns other than date description and amount(money in and out) and save and then try and upload again.Let us know if that works for you.

Thankyou EmmaM

Its in Google Sheets, I'm trying to import a specific date range as the Auto import when I connected my accounts didn't go back far enough but I don't want to import duplicate transactions, so after I downloaded from Monzo I have opened in Google Sheets to delete the offending rows then download as a CSV again. Annoyingly Mozno isn't offering me the option to download a specific date range as a CSV. 

In the date column I believe the date format is correct? DD/MM/YYYY but some are formatted to the right some to the left! As I said the others worked fine but this one is proving tricky, apologies my spread sheet knowledge is not great.

Best

Hello Community Users, we just wanted to pop in and add some tips for getting the CSV file to import. Generally formatting the columns helps. We have added an article on how to do that here

which also includes a helpful video. We've left a summary of the main steps below for quick viewing. 

• Remove any zeroes (0) from the file. Leave those cells blank.
• Correct any transactions that display numbers in the Description column.
• Remove the word "amount" if it appears in the Credit or Debit column header. They should only read "Credit" and "Debit" without the word "amount."
• Make sure the dates are in one format. We recommend you use: dd/mm/yyyy.
• Mac users must save the file as a Windows CSV file.
• Some banks add the day of the week in the Date column (for example, 20/11/2018 TUE). You need to remove the day of the week. To do this, split the date and the day of the week into separate columns: 
  1. Open the CSV in Microsoft Excel.
  2. Highlight the column that contains the date.
  3. Go to Data then select Text to Columns.
  4. Follow the onscreen steps and select the following:
     • Original data type: Delimited
     • Delimiters: Space
     • Column data format: General

If you would like us to go into the formatting in more detail, please feel free to ask here on this thread.