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Join nowWhen i try to download bank transactions in format CSV, like this,
when I click next, I get a message
Solved! Go to Solution.
Welcome back to the Community, @anonimus.
This error occurs when the mapping of your CSV file is incorrect. Make sure to enter the right columns in the mapping stage so that QuickBooks Online (QBO) will read the data.
QBO can import CSV files that use either a 3 (Date, Description, and Amount) or 4-column (Date, Description, Credit, and Debit) format. Change the names to match the titles in the system. Check out this article for the sample template format: Import bank transactions using Excel CSV files.
Just in case, I'll add this article for future reference: Common errors for importing bank transactions using CSV.
Please let me know in the comment below if you have any other issues or concerns. I'm always here to help. Have a good one!
Welcome back to the Community, @anonimus.
This error occurs when the mapping of your CSV file is incorrect. Make sure to enter the right columns in the mapping stage so that QuickBooks Online (QBO) will read the data.
QBO can import CSV files that use either a 3 (Date, Description, and Amount) or 4-column (Date, Description, Credit, and Debit) format. Change the names to match the titles in the system. Check out this article for the sample template format: Import bank transactions using Excel CSV files.
Just in case, I'll add this article for future reference: Common errors for importing bank transactions using CSV.
Please let me know in the comment below if you have any other issues or concerns. I'm always here to help. Have a good one!
Hi,
I have the same CSV importing issue and have been trying all solutions without any success .
My file is set up as requested but I keep having the error message when I try to upload the csv file with my bank statement ...
Anyone can help ?
Thanks
Hi,
I have the same problem and despite trying all the suggestions on the community forum I am not able to upload my CSV file bank statement.
The following error has occurred: Your file does not contain the three required columns: transaction date, memo and amount.
Can anyone help ?
Thanks
I appreciate your efforts in performing the steps shared above, @StephLux.
I've got additional steps that you can try so you can import your bank transactions as a .CSV file successfully.
Let's go ahead and fine-tune the formatting of your file to help verify the root cause of the error that you received.
These are the information that you need to check and try:
However, if your dealing with credit card accounts, you'll need to make sure that the transactions import correctly, select the corresponding credit card account (not a bank account) when you upload the file into QuickBooks Online.
Here's a link that you can scan through for more details about this process: Learn how to check the format of the CSV file you got from your bank.
On the other hand, if the problem continues, I'd suggest reaching out to our Customer Care Team. They have the necessary tools that can help check the reason behind this hurdle.
To contact them:
I'm just a few clicks away if there's anything else you need. I'll ensure you're all set. Wishing you all the best in everything that you do.
Hi Betty,
Thanks for your reply.
Did all you said but still not working ...
Will call help desk
Kind regards
Steph
Hello,
How did you salve the Problem finally?
Hi,
Make sure your file is actually comma-separated and not semicolon-separated or otherwise.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.