Let's resolve the error you're having to import your CSV file successfully, @Eve C.
Try to check the format of your CSV file. You may encounter this error when the CSV file’s format is incorrect, or the template doesn’t meet the specific requirements. You can use either a 3-column or 4-column format. These are the only columns QuickBooks can handle and this order. The three needed fields to import successfully into QuickBooks are the Date, Description, and Amount columns.
Check the following information:
- Remove zeroes (0) from the file and leave those cells blank.
- Select the column header labels (from the dropdowns) that match the column header labels in your CSV file.
- The file should contain the following information: Date, Description, and Amount.
See this article to view a sample file of the 3-column or a 4-column format: Format CSV files in Excel to get bank transactions into QuickBooks.
Once done and the file has been imported successfully, here's how you can categorise transactions in QuickBooks Self-Employed to put them in the right SA103F Categories.
Let me know if you need further help importing your CSV file. I'm always here ready to help! Have a wonderful day!
