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Join nowThere is nothing special about the first (1st) row:
In fact, QBO detects it when assigning what each column does!
QBO clearly sees it -- but here's the import preview:
Where did the 1st row go? It gets worse (note the dates being imported):
Then where did the second (2nd) row go when actually imported?!
The first AND second row did NOT get imported!
^ Note that it's on the ALL tab filtered by date. You see the 9/25 (3rd row) one, but NOT the 1st and 2nd one. Absolutely broken.
Thanks, QBO. It skipped both the first and second row with two separate import bugs where both missing rows were actually initially detected fine at some stage of importing.
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Here is a bigger example:
Of this CSV imported, only FOUR were actually imported!
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Import HSBC broken for both banks and cards, yet import is broken too. That's the only reason I had to use this dated, tedious process. I feel incredibly depressed with this product that I pay monthly for. Nope, I can't even leave to competitor because you ensured we couldn't.
Now that we've been told engineers "have been working on it" for months, suddenly it's tax season and I'm sunk deep in a hole, thanks to QBO. I can't auto import. I can't even manually import. I'm just completely abandoned by QBO.
Solved! Go to Solution.
Hi @dylanh724.
In QuickBooks, the first transaction is considered as the header. You have the option to untick the box in the Map CSV column page when uploading the transactions. This way, your first transaction will not be the header.
See screenshot below for your visual reference.
For your second transaction, try checking your bank rules. The transaction may have automatically transferred In QuickBooks.
Here how to check if you have created rules In QuickBooks:
Feel free to read this article for more information: How to Import Bank Transactions Using Excel CSV Files?
Please leave a comment below if you have other questions.
Hi @dylanh724.
In QuickBooks, the first transaction is considered as the header. You have the option to untick the box in the Map CSV column page when uploading the transactions. This way, your first transaction will not be the header.
See screenshot below for your visual reference.
For your second transaction, try checking your bank rules. The transaction may have automatically transferred In QuickBooks.
Here how to check if you have created rules In QuickBooks:
Feel free to read this article for more information: How to Import Bank Transactions Using Excel CSV Files?
Please leave a comment below if you have other questions.
Excellent! That was it. I'm surprised there's no automated detection for headers; it only takes seconds for a dev to test if the headers are all "strings" (labels). HSBC, for example, does not include headers. Capital One 360 does.
As for the rest of the transactions -- yep, it was buried by a rule! The "all" tab was only for review, and not the transactions already in QB. Great~
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