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Barry Todd
Level 1

csv file issue

Hi

any help appreciated, trying to upload bank transactions to complete VAT return and i have an issue i have not seen before.

 

uploading 3 months of transactions, 1st-12th of the month is ok to import, rest of month "info missing" all on the same csv file? repeats this for each month??

 

thanks

Solved
Best answer September 08, 2021

Accepted Solutions
TirzahC
QuickBooks Team

csv file issue

Let me help you go over to your account and have your CSV file imported in QuickBooks Online(QBO), Barry Todd.

 

Missing transactions can be caused by several factors. We can also consider the interrupted connection. When there are connection faults during the download process, some transactions won’t be downloaded successfully. When importing your bank transactions, there are certain factors to consider.

 

  • Make sure the file is in a CSV (comma-separated values) format.
  • Ensure to save your data as a CSV or Comma delimited.
  • 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: DateDescription, and Amount.

 

Check out the additional pointers below that will guide you in reformatting your CSV file:

 

  • 0's are not allowed anywhere in the file, e.g Rs. 0 should be left blank
  • Commas for thousands are not allowed either e.g 2,111 should be 2111
  • Other special characters such as #, %, and & are not allowed
  • Correct any transactions with the amount showing in the description column

 

Please know that the standard date format is dd/mm/yyyy (01/02/20). I would also recommend shortening your description so that the program will be able to easily read your bank transactions. 

 

Once verified, you can re-import your transactions following the correct format. You can use these articles for more detailed steps in importing your transactions:

 

 

As always, you can find me here if you have any other questions and concerns about bank transactions. Stay safe and healthy.

View solution in original post

5 REPLIES 5
Barry Todd
Level 1

csv file issue

transfered data to google sheets. reformatted date, downloaded as csv file. this then uploaded fully into QB's??

VAT man will be happy now...

TirzahC
QuickBooks Team

csv file issue

Let me help you go over to your account and have your CSV file imported in QuickBooks Online(QBO), Barry Todd.

 

Missing transactions can be caused by several factors. We can also consider the interrupted connection. When there are connection faults during the download process, some transactions won’t be downloaded successfully. When importing your bank transactions, there are certain factors to consider.

 

  • Make sure the file is in a CSV (comma-separated values) format.
  • Ensure to save your data as a CSV or Comma delimited.
  • 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: DateDescription, and Amount.

 

Check out the additional pointers below that will guide you in reformatting your CSV file:

 

  • 0's are not allowed anywhere in the file, e.g Rs. 0 should be left blank
  • Commas for thousands are not allowed either e.g 2,111 should be 2111
  • Other special characters such as #, %, and & are not allowed
  • Correct any transactions with the amount showing in the description column

 

Please know that the standard date format is dd/mm/yyyy (01/02/20). I would also recommend shortening your description so that the program will be able to easily read your bank transactions. 

 

Once verified, you can re-import your transactions following the correct format. You can use these articles for more detailed steps in importing your transactions:

 

 

As always, you can find me here if you have any other questions and concerns about bank transactions. Stay safe and healthy.

Jasmin Simmons
Level 1

csv file issue

Hello,

 

Im having issues uploading a csv file. ive tried converting the format in google sheets but still having problems. My bank is Santander and seems to not work, nationwide worked fine.

have you any suggestions?

 

Thankyou 

 

Jasmin

Ashleigh1
QuickBooks Team

csv file issue

Hello Jasmin Simmons, thanks for posting on this thread, have you formatted it exactly the same as what it shows you on this help article? Also have you definitely saved the file as a CSV one can you double check. 

Fiat Lux - ASIA
Level 15

csv file issue

@Jasmin Simmons  

Another option, utilize csv2qbo converter tool. It costs $60 (one time license).

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

 

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