Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
SUMMER SAVINGS 90% OFF QuickBooks for 3 months* Ends June 27
Buy nowHello, jeaninez.
When you import, the file format must be correct for you to successfully bring these transactions into your company. QuickBooks Self-Employed requires three or four columns.
Also, to avoid errors when importing transactions, consider the following reason:
To review your CSV file format, you can visit this article for the steps on how to do so: Format CSV files in Excel to get transactions into QuickBooks.
If the CSV format is mapped correctly, let’s perform the browser troubleshooting steps to resolve the issue. To begin, sign in to QBSE using the incognito mode or private window. This allows you to browse the net without storing internet history and cookies.
Here's how:
From there, import your entries. If this works, clear the cache to improve the overall performance of the browser. This process is just emptying the cache, so the next time you display a webpage, everything must be downloaded anew.
On the other hand, you can re-import your data manually into your company. Check out this guide for more information: Manually import transactions into QuickBooks Self-Employed.
We'll always be here if you need anything else. Have a great day!
Another option, use the trial version for csv2qbo converter tool as a workaround.
https://www.moneythumb.com/?ref=110
Had the same problem. Tried everything mentioned (incognito mode, clearing cache) which did not work with the problem with CSV from Chase. Did not see any odd formatting in date or amount like they said.
The following error message is still displayed:
Error Importing
Hi there, @CC232. I want to ensure you'll be able to import your CSV file from Chase Bank to QuickBooks Self-Employed (QBSE).
I appreciate you sharing detailed information about your concern. To further help you get rid of the error, we have to ensure that you have the correct date format (MM/DD/YYYY) when uploading a CSV file. To do so, I recommend reviewing all the fields in your file before importing. For more details, read this article: Format CSV files in Excel to get bank transactions into QuickBooks.
However, if the issue still persists, I suggest contacting our Phone support team to further investigate the issue. Here's how:
I also include this helpful resource that you can use as a guide in categorizing your transactions: Schedule C and expense categories in QuickBooks Self-Employed.
I'm always here ready to lend a hand if you have other concerns uploading files in QBSE. Have a good day ahead, and stay safe.
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.
For more information visit our Security Center or to report suspicious websites you can contact us here