Let me help you import your old transactions and ensure that the formatting and data entries in the .csv file are correct and compatible with QuickBooks Online (QBO) and sortmyspine.
If you are trying to import bank transactions using CSV in QuickBooks, let's ensure the date format aligns with the one selected during the mapping stage. To verify, highlight the date column. The Number dropdown at the top of your Excel screen should display Date. Click on the dropdown and switch it to Short Date.
Then, simplify the amounts column by removing the currency symbols and commas. Highlight the column in your CSV file, right-click, and choose Format Cells. If the numbers are categorized as Currency, switch the category to General to eliminate the formatting, then try uploading the file again.
Also, special characters in the bank description may block your file from importing. We need to check for these characters and remove them before uploading the file again. To easily find and replace special characters, use Ctrl-H. To learn more about what to do if you're unable to import your file, check out this article: Common errors for importing bank transactions using CSV in QuickBooks.
You can also refer to this article to make sure the data is in the correct format: Format CSV files in Excel to get bank transactions into QuickBooks. Once done, try manually importing your old transactions again in QBO.
If you've uploaded the data to the wrong bank account, you'll need to exclude the transactions before re-uploading the CSV file to the right account.
Moreover, visit this article for a comprehensive guide on ensuring your QuickBooks accounts match your real-life ones: Reconcile workflow.
The QuickBooks Community team is committed to supporting your business success. If you have further questions about importing your bank transactions or any QuickBooks-related concerns, revisit this thread. We're always here to assist you in achieving your financial goals, sortmyspine.
