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Eve C
Level 1

Unable to upload older transactions even in CVS format

I have tried to upload my statements/ transactions from april 22 - august 22 as they didn't download in this period (my own fault, 1st time using QB self employed). I have manged to download from my online bank , and save just the dates required but still wont upload. I just get this come up everytime ''Error Importing

Darn. File upload failed. (Probably our fault.) Please give it another try. If you see this message again, you might need to contact us.'' any Suggestions or ways I can get this info to quickboooks to be imported? 
many thanks!!



Unable to upload older transactions even in CVS format

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 DateDescription, 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: DateDescription, 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!

Fiat Lux - ASIA
Level 15

Unable to upload older transactions even in CVS format

@Eve C 

Another option, utilize csv2qbo converter tool.


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