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:

• Import transactions from earlier date ranges
• Import transactions from other sources

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

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@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:

• Import transactions from earlier date ranges
• Import transactions from other sources

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

---

I have a blind spot of transactions that I need to categorise, for some reason Quickbooks did not auto import them from Nationwide for a space of about 20 days.

I have downloaded the CSV from the bank but I receive an error when I upload the file. I bypass this error and continue...

- 1 transaction doesn't even show after upload.

- All the "paid out" transactions refuse to show in my books.

- All the "paid in" transactions show as outgoing costs.

Complete shambles.

You team on social don't seem to have a clue how to help and are poor about getting back to me. 

This is not the first issue I've had with QB that has slowed down my accounting.