Hi there, jbuenjemia01.
Welcome to the Online Community. To get past the error, let’s review the file format of the CSV file and then make sure there are no special characters in the bank description.
When importing new files, QBSE requires either 3 or 4 columns. If an incorrectly formatted file is uploaded, the option will gray out or you’ll get an error.
Aside from that, check if the CSV doesn’t contain any of the following characters. If you happen to see one, remove it before importing the transactions.
- 0's are not allowed anywhere in the file, e.g $0 should be left blank
- $ symbols are not allowed, e.g $234 should be 234
- Commas for thousands are not allowed, e.g 2,111 should be 2111
- Other special characters such as #, %, and & are not allowed.
- Correct any transactions with the amount showing in the description column
- Remove the word “amount" if it appears in the credit or debit column, i.e. credit amount, debit amount
- Correct and standardize the date format to a single format i.e. dd/mm/yyyy.
- MAC users must save the file as a Windows CSV file
For additional information, I’m adding a link that provides an overview of how to resolve Common errors for importing bank transactions using CSV.
Let me know if you need further assistance when working in QBSE. I’m here to help and make sure you’re taken care of. Have a great rest of the day.
