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muso-deryn
Level 1

Can't import csv file

Hello and happy Friday to all.

I'm having a frustrating time trying to add older transactions in csv format to one of my connected accounts. The file contains 3 fields: date, description and amount.I have tried 3 different csv variants: CSV UTF-8 (Comma-delimited), Macintosh Comma-separated Values, anfd Comma-separated Values. All 3 have a .csv file extention, and none of them work. Each attempt ends with this:

Error Importing

Darn. File upload failed. (Probably our fault.) Please give it another try. If you see this message again, you might need to contact us.
I have cleared cookies, cleared my cache and used an incognito browsing window, all to no avail. I'm using Chrome, but for the sake of trying every flavour before admitting defeat, I also tried Safari, Firefox and the dreaded Edge. I'm so tantalisingly close to finishing my tax figures... PLEASE HELP! 
2 REPLIES 2
4Gal
Level 11

Can't import csv file

You can use the trial version of csv2qbo to isolate the problem.

https://www.moneythumb.com/?ref=110

 

 

Jelayca V
QuickBooks Team

Can't import csv file

I understand the inconvenience this has caused you, muso. Please know that this isn't the experience we want you to have. We take your concerns seriously and assure you that we will bring this issue to the attention of our management for improvement.

 

To investigate and resolve the problem you encountered with importing your CSV file, we recommend that you contact our dedicated QuickBooks Self-Employed (QBSE) Support team. Our support staff is equipped with specialized tools, including screen-sharing capabilities, to identify the root cause of the issue.

 

To contact our support team, please go to the Help (?) section and select Contact us. Our live support is available from Monday to Friday, 8 AM to 8 PM, and on weekends from 8 AM to 6 PM.

 

I'll be adding this article for your convenience to learn how to categorise the transactions you download from your bank or enter into QuickBooks: Categorise transactions in QuickBooks Self-Employed

 

Feel free to reach out to us if you have further questions about transactions in QBSE. We'll be here to help. Take care. 

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