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: Date, Description, 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.
