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Experienced Member

problems importing csv file

hi

im having issues importing the csv file for transactions longer than 90 days which i downloaded from Santander... when i try to import...the "continue" button comes on in a dim way but its not clickable to actually continue

 

it just sits there doing nothing

 

i'm using QB self employed online if that helps

 

 

please help

3 REPLIES 3
Moderator

Re: problems importing csv file

Hello, cnobi,

 

I'm here to get the help you need to ensure that you'd able to import your bank transactions.

 

To start, you can perform some troubleshooting steps like accessing your account in a Private browsing window.

 

Here are the keyboard shortcuts that will help you accomplish this in all supported browsers:

  • Google Chrome: press Ctrl + Shift + N
  • Mozilla Firefox: press Ctrl + Shift + P
  • Internet Explorer: press Ctrl + Shift + P
  • Safari: press Command + Shift +N

Before importing data into your QuickBooks Self-Employed account, kindly check if the format of your file is one of the accepted formats when importing transactions:

  • Make sure the file is on a CSV (comma-separated values) format.
  • Check if the file has blank lines, if it does delete them.
  • Please make sure to select the column header labels (from the dropdowns) that match the column header labels in your CSV file.
  • Your CSV file should contain the following information: Date, Description and Amount.

Once the format is verified, kindly try to import again using a private browser.

 

To guide you in importing transactions, I'm attaching some helpful articles for your reference:

Keep me posted on how it goes. I want to ensure that you'd able to import your transactions. Have a great day!

Experienced Member

Re: problems importing csv file


@MirriamM wrote:

Hello, cnobi,

 

I'm here to get the help you need to ensure that you'd able to import your bank transactions.

 

To start, you can perform some troubleshooting steps like accessing your account in a Private browsing window.

 

Here are the keyboard shortcuts that will help you accomplish this in all supported browsers:

  • Google Chrome: press Ctrl + Shift + N
  • Mozilla Firefox: press Ctrl + Shift + P
  • Internet Explorer: press Ctrl + Shift + P
  • Safari: press Command + Shift +N

Before importing data into your QuickBooks Self-Employed account, kindly check if the format of your file is one of the accepted formats when importing transactions:

  • Make sure the file is on a CSV (comma-separated values) format.
  • Check if the file has blank lines, if it does delete them.
  • Please make sure to select the column header labels (from the dropdowns) that match the column header labels in your CSV file.
  • Your CSV file should contain the following information: Date, Description and Amount.

Once the format is verified, kindly try to import again using a private browser.

 

To guide you in importing transactions, I'm attaching some helpful articles for your reference:

Keep me posted on how it goes. I want to ensure that you'd able to import your transactions. Have a great day!


 

Experienced Member

Re: problems importing csv file

The issue is that Santander no longer supply CSV files. As per the image its txt or gif. There are converters out there but I wish that quicken would supply one - rather than having to go to one of there competitors sites for the conversion.