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Dorset Deb
Level 2

Data on CVS file was imported wrongly and needs correction

Can someone please contact me to explain how I alter data from a CVS file imported from my bank that has come up wrongly in my quickbooks SE account?

5 REPLIES 5
Becky29
QuickBooks Team

Data on CVS file was imported wrongly and needs correction

Hello Dorset Deb, 

 

If you have uploaded a CSV file and data is incorrect you will need to exclude the transactions and upload the CSV file again. What data is it that's incorrect as we can guide on how to do the CSV to prevent the data coming over incorrect again. Thanks 

Dorset Deb
Level 2

Data on CVS file was imported wrongly and needs correction

Hi Becky,

It is only one entry and it imported £0.00 rather than -£800.00 on 23rd March. I surely should be able to go in and change an entry?
Regards
Deborah
 
GeorgiaC
QuickBooks Team

Data on CVS file was imported wrongly and needs correction

Hi Deborah, 

 

You will not be able to change the amount of an imported transaction, instead, you should exclude this by ticking the check-box to the left side of the transaction in the for-review tab and then going to Batch Actions > Exlcude.

 

After this, either re-import the transaction or manually enter this by creating an expense transactions from the '+ New' icon. 

 

Thank you

Dorset Deb
Level 2

Data on CVS file was imported wrongly and needs correction

Hi again,

I have just imported the next cvs file from my bank transaction and it has imported errors again!

I then looked through your past help files and it seems that the cvs file must only have 3 or 4 columns. If they have any more that's when errors happen.

This information would have been REALLY helpful BEFORE I had imported the file and it should be made clear IN BOLD for all of us that are now having to import the data in this way whilst our bank feeds are sorted out. 

I am very disappointed with the basic information that has been given. Please make this clear to future users of the import system. 

Regards

Deborah

Pattyob
Level 1

Data on CVS file was imported wrongly and needs correction

The re really should be more information on these topics which is supported by videos or webcam recordings.

 

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