Hi:

I'm trying to do the same, and following the directions here but, it continues not to work.  I get the message, "

Finished importing transactions.  0 of 104 transactions imported"  I just cannot see what is wrong with the way I have it set up after following these directions.  Is there any possibility of phone support for something like this?  Working with QBDT2019 MAC.  Any help will be appreciated!

lance

Hi, lanceshows.

To verify, are you trying to import transactions? If so, let's ensure that the file is in the correct format and that you map them properly.

When importing CSV Files to QuickBooks, we need to follow the correct format and using .QBO file type in banking transactions. This way, you can import your transactions successfully.

These are the formatting restrictions:

• Special characters are not allowed.
• Do not use characters such as #, %, and & anywhere in the file.
• Do not use ( ) for negative amounts (use -234, not (234) for negative figures).
• Do not include currency symbols ($234 should be 234).
• Do not use commas to separate thousands (2, 111 should be 2111).
• Zeros (0) are not allowed anywhere in the file ($0 should be left blank).

Additionally, let's update your QuickBooks Desktop to the latest release to keep your software up-to-date to get the latest features and fixes.

Once done, try importing your files again. If you're still getting a similar result, run the Verify and Rebuild Data Tools. This will help us identify the problem and fix them.

Let's follow the steps below on how to verify data:

1. Navigate to the File menu.
2. Choose Utilities, then select Verify Data.
3. Click OK to close all windows.

If you see “Your data has failed the integrity check” you need to rebuild your file. Otherwise, you’re done.

After you’ve verified your data, let's rebuild your company file to fix any errors or data damage. Here's how:

1. Go to the File menu, then choose Utilities.
2. Select Rebuild Data, then tap on OK to close all windows.
3. QuickBooks will prompt you to do a backup before rebuilding your company file, select OK.
4. Follow the on-screen steps to proceed.
5. Click OK once the rebuild is finished.

If the issue persists, let's contact our QuickBooks Desktop for Mac Support Team. This way, they can perform a further investigation and provide you with a solution.

To guide you in importing transactions in QuickBooks, I've added these articles:

• Import and export data in QuickBooks Desktop.
• Export, import, and edit IIF files.

Feel free to update us on the result after performing the troubleshooting steps above in importing transactions, I'd like to ensure this is resolved for you. 

Thank you for this Tirzha.  I definitely have a lot of not allowed characters going on.  I'll spend time with this in the next day or two, and see if it works or come back with more questions.

Greatly appreciated!

lance

It's my pleasure to assist you, lanceshows.

I'm delighted to hear that I was able to solve your problem. You're always welcome to ask your questions in the Community. It'd be our pleasure to help.

You can always get back in the comment section and tag my name if you need further assistance or have questions. I'd be happy to help you.

Hi @TirzahC   

I am still unable to import the csv file from my bank.  I've verified data and no problems were found, and I am running the most current release of QB2019 DT.

As a test, I tried doing only a single line.  I made sure the the payee name matched exactly  how they are named in QB.  I am going to upload 3 sequential screen shots showing the process and results.  I am at a loss.....

Any help will be appreciated.

I appreciate the things you’ve done so far, @. I’m here to provide additional info and troubleshooting to ensure you can import them into QBO.

Your bank transactions can only be imported via a QBO file. This is the same when adding lists in Quickbooks Desktop. That's why you're unable to import them into the program. Therefore, you'll need to convert the .csv file to a .qbo format.

Here's how:

1. Go to the Banking menu.

2. Select Website. This opens a browser window to your bank’s website.

Note: You can also download transactions outside QuickBooks. Just open a browser and go to your bank’s website.

3. Sign in to your online banking account.

4. Go to your transactions, then enter the time you wish to display. If you’re not asked for a date range, you’ll see the maximum number of transactions your bank allows.

Note: Steps on how to download QuickBooks Web Connect files vary per bank. If you’re not sure how to download the .qbo file from their website, contact your bank for help.

5. In QuickBooks, go to Banking, then Downloaded Transactions.

6. Select Import File, then look for the .qbo file you downloaded.

See this article to learn the two ways of downloading and importing your bank transactions in QuickBooks Desktop for Mac: Download bank transactions in QuickBooks Desktop for Mac.

However, if you’ve done this process beforehand and the issue persists, may I know what financial/bank institution you’re using? This will help me check for any reported issues that relates to your bank. 

If you’re still experiencing the same issue after following the steps above, reach out to our QuickBooks Desktop for Mac Support Team. One of our representatives can pull up your account and perform further investigation to provide you with a solution.

Feel free to read through these references to help you with setting up your data in QuickBooks:

• Import and export data in QuickBooks Desktop.
• Export, import, and edit IIF files.

Please don't hesitate to mention me in your comment below if you have additional question about converting the file. If you require additional assistance about the process, I'll be around to help you. Take care.

@lanceshows 

Another option, you can utilize a 3rd party tool to convert *.csv files to *.qbo files.

Hi @JamaicaA

Firstly, there are others at Intuit who are saying you can import from a CSV file.  See beginning of this thread.

Secondly, I'd MUCH rather be able to download the QBO file but, my understanding is that Intuit stopped supporting Direct Connect in the older desktop versions of QB.  This is the message I get when I go to download the way I've been downloading for the past 20 years or so.

Lastly, I do not have "Website" under my Banking menu.  I'm running QB2019 DT  MAC.

Any help will be appreciated.

Hi Lance!

Thank you for consistently updating us. I'll continue to help you out.

First, I want to clarify that the users in this thread are on QBO and QB for Mac. QBO has an option to upload bank transactions through the Banking menu using a .CSV or a .QBO file, while QB Mac can only use a .QBO file. However, QB Mac has an option to import transactions through its File menu using a CSV file.

Therefore, you are correct that we can import transactions into QB Desktop for Mac using a CSV file, but you need to add information in the required fields to do the process. For example, a transaction must have an expense account/category in the source file (CSV). I checked your first screenshot and found that the Expense account field is empty. Please add an expense account to the transaction in the spreadsheet and try uploading again.

You're also right that Direct Connect is no longer available for retired or unsupported versions (2019 and below). Therefore, you cannot fetch transactions directly from your bank. Uploading transactions using a .QBO file is also discontinued. That's why you don't see Website in the Banking section anymore. Please refer to the QB Desktop Discontinuation Policy for more details.

If you only have a handful of transactions to add, you may want to enter them manually instead.

I'm just right here if you have any other concerns with your transactions. Have a good one!

Thank you for consistently being here, and helping!

I just did the one item test WITH expense account and it worked!  I have a year's worth of txn's to import so, doing so manually would be painful.  There's still a lot of manual work to do on these CSV's to get them to work but, using the import method is still faster/easier than manual entries.

I'll come back to this thread if more questions but, for now it appears solved!

Thank you.

lance

Oh wow! I'm glad to know that this is now resolved, Lance!

It's always a pleasure to help you from here! I wish I could help you update your transactions though. My suggestion is to upload month by month worth of transactions, so you easily watch out for mistakes. Also, please don't forget to back up your data now and in between uploads so you can preserve the uploaded transactions with the correct details.

Yeah, keep posting if you have more concerns. We'll continue to help.

This doesn't work in Quickbooks Pro 2020.  There's a banking tab but no transactions tab. And no place to link a file.

Is this creating expenses or payments?

Hi there, ML1234. I can share some information about importing transactions in QuickBooks Online (QBO).

The transactions are classified as an expense or income depending on your CSV format. If the imported amount is negative (-), it'll be downloaded as an expense. On the other hand, if the amount is positive (+), it will show up as an income.

To be guided, you can check out this article for the complete details: Format CSV files in Excel to get bank transactions into QuickBooks.

In addition, here's an article to help you manage imported bank transactions inside QBO: Categorize and match online bank transactions in QuickBooks Online.

Also, here's an article to learn more about reconciling an account:  Reconcile an account in QuickBooks Online.

Let me know if there's anything else you need aside from importing data. I'm always here to help. Have a great day!

Hi can you also explain how to manually create a CSV file for my mileage to import into quickbooks online? I see the option under the mileage category to import MileIQ or Quickbooks online CSV files, but I can't seem to find any relevant information on how to do that

Hi there, @ToneDaTiger.

At this time, the option to import mileage data to QuickBooks Online (QBO) is unavailable. As an alternative, you can add the mileage manually into QBO. To do so, you can follow the steps below:

1. Click Mileage from the left menu.
2. Select Add Trip, then add the information like date, starting/ending points, distance, and the purpose.
3. Click Save to confirm.

I'm adding this article for more guidance: Track mileage in QuickBooks Online.

Also, I suggest submitting feedback directly to our product engineers. They may look into this suggestion further and consider adding the option in QBO. To submit feedback, you can go to the Gear icon and select Feedback. Then, enter your suggestion and click Submit Feedback.

You can also visit our Customer Feedback page. This will help you track the status of your product request and get the latest updates from our developers. Updates such as how the recent enhancement made to QBO helps our business owners, like you.

Please touch base with me here for all of your QuickBooks needs. I'm always happy to help.

If you need to import data from CSV to Quickbooks Online (or Desktop) on a regular basis, take a look at Skyvia. The service allows you to automate the process and you can take this CSV from FTP/SFTP or any file storage. More information is on Skyvia listing on the marketplace or website.

I am clear on how to upload Bank transactions but what about checks that the company has written. How do you get the check number into the field as there is not a column to match?

@QueenB27 

QB Online or QB Desktop?

WHAT Transaction tab? I'm on Quickbooks and I don't find ANY transaction tab. I downloaded the CVS file and save it. I cannot figure out where to go to upload this CVS file into my Quickbooks existing credit card account! The instructions leave something out that I'm not understanding. 

Maybe someone could start with Open Quickbooks, go to the Credit Card account and open it up. Look for X, Y and Z then go to the CVS file through the import... yadda yadda. But starting with "go to the transaction tab" is not helping me. I have desktop Quickbooks Pro. How hard can it be? 

@Casa Verde 

Which QBD year version do you have? You need a 3rd party app to import credit card transactions.

Hello there, @Casa Verde. I'd be pleased to inform you about the CSV files in QuickBooks Desktop (QBDT).

 I understand the importance of importing bank transactions via CSV files for you and your business. CSV files are limited to being used to import lists into QBDT. You can only import banking transactions if you utilize a QBO file.

You'll want to consider using a 3rd party app to import credit card transactions. 

Furthermore, here's a reference for managing CSV files inside QBDT: Import/export CSV files.

Thank you for joining the Community space, Casa Verde. We'll be pleased to provide a helping hand if you need further assistance with any QuickBooks-related concerns. Take care!

We have Desktop Pro Plus 2023.  Can you point us in the direction of some 3rd party apps?  Are there any you recommend?

Good day, @Casa Verde. Thank you for choosing QuickBooks Desktop as your partner in managing your business finances.

I see how it would be helpful on your end to find a 3rd party app for your QuickBooks Desktop Pro Plus 2023. And I'm here to help you where to locate one.

You can look for it in apps for QuickBooks Desktop and enter a keyword or phrase of the app you're looking for on the search field.

I'll also be adding this article to help you manage your bank feed transactions in QBDT:

• Add and match Bank Feed transactions in QuickBooks Desktop.

Feel free to click the Reply button below if you have additional questions about managing your account. I'll be happy to work with you. Enjoy the rest of the day!