Got my credit Union to make sure files were in right format to upload to QB and using either one gets the wrong file in red, what do I need to do ?

​​​​​​Hi there, @usercheriegarrett1. I'm determined to ensure you can get your files uploaded to QuickBooks Online right away.

To clarify, where exactly did you get the error? What file are you using? Before you upload it to QBO, make sure it's in the correct format. The following are the supported formats or file types:

• Comma-Separated Values (CSV)
• QuickBooks Online (QBO)
• Quicken (QFX)

If you're using a CSV file, you can upload it in either a 3-column or 4-column format. The 3-format has a Date, Description, and Amount column. The 4-column has a Date, Description, Credit, and Debit column.

Here are a few other things to check if you see an error message when you upload:

• Remove any zeros (0) from the file. Leave those cells blank.
• Correct any transactions that display numbers in the Description column.
• Remove the word "amount" if it appears in the Credit or Debit column header. They should only read "Credit" and "Debit" without the word "amount."
• Make sure the dates are in one format. We recommend you use: dd/mm/yyyy.
• Mac users must save the file as a Windows CSV file.
• Some banks add the day of the week in the Date column (for example, 20/11/2018 TUE). You need to remove the day of the week. To do this, split the date and the day of the week into separate columns:
  1. Open the CSV in Microsoft Excel.
  2. Highlight the column that contains the date.
  3. Go to Data then select Text to Columns.
  4. Follow the onscreen steps and select the following:
     • Original data type: Delimited
     • Delimiters: Space
     • Column data format: General

You can also follow the steps from Microsoft.

Once done, follow these steps to upload your file to QBO:

1. Go to the Transactions or Banking menu. Then, select the Banking tab.
2. Click the blue tile for the account you want to upload the transactions into.
3. In the Link account drop-down menu, select Upload from file.
4. Click Browse and select the file you downloaded from your bank, then click Next.
   
5. From the QuickBooks account drop-down menu, select the account you want to upload the transactions into and click Next.
6. Click the QuickBooks account drop-down menu and select the account you want to upload the transactions into. Then, click Next.
7. Follow the onscreen instructions. Match the columns on the file with the banking fields in QuickBooks, then select Next.
8. Select Let's go.

For the information and steps on importing these files, see this article: Manually upload transactions into QuickBooks Online.

Visit me here again in the Community and keep me posted on your progress with this banking issue. I'm determined to help you succeed.

@usercheriegarrett1 

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