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MoonDream
Level 1

Trouble importing transactions

Hi,

I'm having trouble importing transactions in QB self-employed. It won't allow me to upload the file (I know the file is correct as I copied the one I've uploaded before that worked fine a while ago).

Could you please advise?

Thank you.

3 REPLIES 3
IamjuViel
QuickBooks Team

Trouble importing transactions

Let me help you sort this out, @MoonDream.

 

To get rid of the prompt, let's go ahead and isolate this issue by performing the following troubleshooting steps:

  1. Acess your QuickBooks Self-Employed account using an incognito or private browser. Kindly use either of the following shortcut keys:
    • Google Chrome, press CTRL  + Shift + N
    • Mozilla Firefox: press CTRL  + Shift + P
    • Internet Explorer: press CTRL  + Shift + P
    • Safari: press Command + Shift + N
  2. If you’re able to able to access your account without seeing the prompt, you may want to clear the cache of your regular web browsers.
  3. If the issue persists, you can use other web browsers.
  4. Also, to check any issues with your browser’s health and its compatibility with QuickBooks Self-Employed you can use the Browser Health Checkup Tool.

To learn more about troubleshooting browser related errors, you can check these articles:

If you're referring to something else, feel free to leave your comments below. I'm always here to help.

MoonDream
Level 1

Trouble importing transactions

Hi,

 

I've cleared my history and enabled pop-up windows and performed what you've advised below, but the issue persists. It says "Darn. Upload failed (probably our fault). Try again and if the problem persists contact us". I'm not sure why this is happening as the browser health check comes up all green.

 

Thank you.

GarlynGay
Moderator

Trouble importing transactions

Hi there, MoonDream.

 

QuickBooks Self-Employed accepts CSV format for your bank transactions. If it's saved in another format, that could be the reason you are getting an error.  I can show you how to save or covert your file to CSV.

Here's how:

  1. Open the file with your bank transactions.
  2. Click on the File menu.
  3. Select Save as
  4. Choose a drive (where you want to save the file).
  5. Enter the File name.
  6. Select CSV (Comma delimited) from the Save as type drop-down option.
  7. Click on Save.

1.PNG

Then, let's import the file to your QuickBooks Self-Employed. Please follow these steps:

  1. Select the Gear ⚙ icon  at the top.
  2. Select Imports.
  3. Select Import older transactions on the right for the account you want the transactions to belong to.
  4. Follow the instructions onscreen to finish importing your data.
  5. Select Import.

Otherwise, let's have this error escalated to our engineers. They can investigate the cause and fix it as soon as possible. These are the steps to contact us directly:

  1. Select the Help menu on the upper right.
  2. Select Contact us.
  3. Fill in Ask a question (or tell us what’s wrong), then select Continue.
  4. Select our chat support. 

You can also leave comments below if you have other situations that need our help. We are ready to resolve them for you. 

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