Error when uploading CSV file, followed all articles.

Hi there, kirstydow.

Welcome to QuickBooks Community and I also appreciate you for sharing screenshots of the error you received. I'll be providing troubleshooting steps to ensure you can import your bank transactions without messages.

It could be the cache full of history and temp files that cause an unexpected error while uploading CSV files from Santander. I suggest logging in to your QuickBooks Self Employed account using a private browser. Then, try to import your entries from there. This is to rule out the possibility of a webpage issue and ensure private browsing doesn't store local files or cache.

Use these keyboard shortcuts based on the browser you're using:

• For Firefox or Microsoft Edge, press Ctrl + Shift + P.
• For Chrome, press Ctrl + Shift + N.
• For Safari, hold down Command + Shift + N.

If it works in incognito, you'll need to clear the cache of your regular browser. This clears the history or log of sites so you can start with a clean slate. If the steps above didn't work, use another supported browser as an alternative.

Lastly, you may refer to this to see various details on how QBSE tracks your transactions throughout the year so you can manage your taxes: QuickBooks Self-Employed Overview.

Let me know if you need further assistance or any clarification about importing entries in QBSE. I'm always here to provide extra information and help. Have a great day,  kirstydow.

Hi, still no luck doing this, would I be able to send in the cvs file? I’m all out of options and been through all the articles?

Another option, utilize csv2qbo converter tool

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

Hi kirstydow, please check that the date is formatted as dd/mm/yy or dd/mm/yyyy and that there are no special characters or blank cells in the file - we've also got a guide here with full formatting tips for reference. :woman_technologist:

^ Format CSV files in Excel to get bank transactions into QuickBooks :)

Hi, still no luck, I have followed all articles and quickbooks understands the file but just won't accept it when uploading.

I desperately need to start organising these older transactions and I have tried all the things you have suggested, what else can I do? 

Hi there, kirstydow.

I want to make sure you're routed to the right support that can help you fix the error when uploading CVS file.

I suggest contacting our QuickBooks Self-Employed (QBSE) Team for they have the special tools used to identify the reason why you're getting an error when uploading CVS file.

You can reach them by following the steps below:

1. From the Assistant tab, type or say Talk to a human.
2. If you want to connect with us directly, type or say Talk to a human.
3. Then select your preferred support method: Message an agent (Live chat), Call an agent, or Get a callback.

The details on how to get in touch with the support is outlined in this article: How to contact QuickBooks Self-Employed Support.

If you need other references for tips on your future task with QBSE, you can check out these helpful links:
 

• QuickBooks Self-Employed Overview.
• List of our articles.

The Community is always open if you have other questions. I'll be around to help. Wishing you a great day ahead!

Hello Community users, we just wanted to pop in and update this thread with the resolution found with our customer service team. The fix was found by editing the CSV file and the date format as that was causing an issue. The date format should be: month/day/year and once changed the file could be uploaded. Here is an article on how to format a CSV file

Any questions or if you have a similar problem let us know we'd be happy to help.

Hi QB,

New here.

Similar problem with this thread.

I keep getting this error message even after omitting any 'non-numeric' values.

Error message: 

Item Amount invalid

The Item Amount contains a non-numeric value for the following invoices. Go back to your CSV file and correct the amount before trying again.

I've tried:

- Clearing cache

- Using completely new invoice no. iterations, '1001/1002/1003', '1,2,3'

- Leaving it blank under 'new invoice no.'

Nothing works. Help appreciated, thanks in advance.

Ps. It shouldn't be THIS hard to import CSV.

P

Hello, @Pamm Hong.

I am here to assist you in importing your bank transactions without encountering errors.

I want to assure you that we're committed to resolving this matter for you. Given the persistence of the issue despite your efforts, I recommend contacting our Customer Care Support team once again for further investigation. 

To contact support:

1. Select the Help (?) icon, then click Contact Us.
2. Type in talk to a human. Hit Continue.
3. Choose which way you want to connect with us: Have us call you or Chat with us.

I've also included the following article for your reference in managing your bank transactions in QuickBooks Self-Employed: Categorise transactions in QuickBooks Self-Employed 

The Community is always available to help you with any QuickBooks-related concerns. We'd be happy to assist at any time. Keep yourself safe!