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trogddor
Level 1
posted
‎April 29, 2023 02:27 PM
last updated ‎April 29, 2023 2:27 PM

Can anyone tell me why I keep getting an error when I try to import a CSV for older transactions from one of my bank accounts?

I downloaded a CSV from USAA for my 2022 transactions for my business checking account.  Whenever I try to import it into Quickbooks I get an error that is non-specific as to why the import failed.  It just says try again, and if that doesn't work to contact tech support.  It's approx. 110 transactions for the year.  I've streamlined the CSV in google sheets to be only simple Date (MM/DD/YY), Description, Amount.  I cant figure out for the life of me why it won't import and I'd rather not type them all by hand.
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2 Comments 2
trogddor
Level 1
‎April 29, 2023 02:40 PM

Can anyone tell me why I keep getting an error when I try to import a CSV for older transactions from one of my bank accounts?

So I actually managed to fix my own problem shortly after posting this.  In an effort to troubleshoot and try something different I logged in on my Mac laptop and I was able to upload the same file successfully.  On my PC Win10 I was having trouble.  I used Chrome in both cases.

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Rea_M
Moderator
Moderator
‎April 29, 2023 04:20 PM

Can anyone tell me why I keep getting an error when I try to import a CSV for older transactions from one of my bank accounts?

Hello, @trogddor.

 

Thanks for getting back to us and sharing what you did to successfully upload your bank transactions in QuickBooks Self-Employed (QBSE).

 

Please know that you're always welcome to get back to us if you have other banking concerns or questions about uploading and managing transactions in QBSE. I'm just around to help. Take care, @trogddor.

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