Hello, @ladyandthescampgrooming.
We can check the format of your CSV file. Errors can occur when the CSV file's format is incorrect, or when the template does not meet specific requirements. Let me provide a solution and check the format.
Before we proceed, could you please specify which transactions you would like to import and describe the exact error message you are encountering during the import process? This will help us better understand your issue and provide a more targeted response.
To successfully import your transactions, please ensure that your CSV file is formatted correctly. You can refer to the pointers I’ve listed below:
Check the following information:
- Remove zero values from the Amount, Credit, or Debit columns—leave the cell blank.
- Ensure the Description column does not contain any numbers.
- Only use the following column headers: "Amount", "Credit", or "Debit" (no additional words).
- Make sure all dates follow a consistent format—recommended: dd/mm/yyyy.
- Mac users: Save the file in a Windows CSV (.csv) format.
- Remove special characters.
Refer to the article for more detailed information on successfully uploading these transactions in QuickBooks: Prepare your CSV file for bank upload to QuickBooks.
Alternatively, you can perform some basic troubleshooting steps to resolve the issue. A stored temporary internet file may be causing the problem. You can start by accessing your QuickBooks account in a private/incognito browsing window. This will help identify if it’s a browser-related issue since this mode does not save cache and cookies. Here are the keyboard shortcuts for opening a private or incognito window:
- Safari: Command + Shift + N
- Mozilla Firefox: CTRL + Shift + P
- Google Chrome: CTRL + Shift + N
- Microsoft Edge: CTRL + Shift + N
If this works, go back to your regular browser and clear its cache. You can also use another supported browser as an alternative.
Once everything goes well, consider regularly categorising your online transactions to help streamline your financial tracking and enhance decision-making in your business.
Please let me know if you need further assistance with importing your CSV file. Feel free to click the Reply button, and we will respond as soon as possible.
