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Best answer 4 weeks ago
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Hi there, @dan257.
May I know the specific error message you’re seeing? This will help me provide a more accurate solution.
When uploading bank transactions to QuickBooks, your file must follow either a 3-column or 4-column format.
If you’re seeing an error, here are a few things to check:
- Remove any zeroes (0) from the file, leaving those cells blank.
- Make sure there are no numbers in the Description column, and ensure your headers only say "Credit" and "Debit" (remove "amount" if included).
- If you're on a Mac, save the file as a Windows CSV before uploading. Also, confirm that all dates follow the same format, like dd/mm/yyyy.
- Finally, if the Date column includes the day of the week (example: 20/11/2018 TUE), remove it or split it into a separate column.
For credit card accounts, some banks display transactions in reverse (example: deposits as negative amounts). If that's the case, make sure to upload transactions into a credit card account in QuickBooks, not a bank account, to process them properly.
For detailed guidance on uploading files, check out this article: Manually upload transactions into QuickBooks Online.
Please let us know if you have further questions or concerns.
Hi there, @dan257.
May I know the specific error message you’re seeing? This will help me provide a more accurate solution.
When uploading bank transactions to QuickBooks, your file must follow either a 3-column or 4-column format.
If you’re seeing an error, here are a few things to check:
- Remove any zeroes (0) from the file, leaving those cells blank.
- Make sure there are no numbers in the Description column, and ensure your headers only say "Credit" and "Debit" (remove "amount" if included).
- If you're on a Mac, save the file as a Windows CSV before uploading. Also, confirm that all dates follow the same format, like dd/mm/yyyy.
- Finally, if the Date column includes the day of the week (example: 20/11/2018 TUE), remove it or split it into a separate column.
For credit card accounts, some banks display transactions in reverse (example: deposits as negative amounts). If that's the case, make sure to upload transactions into a credit card account in QuickBooks, not a bank account, to process them properly.
For detailed guidance on uploading files, check out this article: Manually upload transactions into QuickBooks Online.
Please let us know if you have further questions or concerns.
