How do I import missing transactions from a bank account? (Paypal) I am trying to import a CSV but keep getting an error.

lentiloutpost · ‎April 13, 2025

There is a 3 month gap in the middle of the year from my Paypal transactions. I keep getting an error when I try to import the csv of data for those months. Thanks.

GebelAlainaM

I've got methods to help you import a CSV file from your bank to QuickBooks Self-Employed (QBSE), @lentiloutpost.

First off, may I know the specific error message you're getting? This way, I can provide accurate information.

Importing error messages often results from an improperly formatted file. Ensure your CSV is in a 3-column or 4-column format before uploading to QuickBooks. This guidance applies to both QuickBooks Online and QBSE.

If the formatting is correct, try logging into your account using a private browser to avoid issues from outdated files or data. Use these keyboard shortcuts to open a new private window:

Google Chrome: Ctrl + Shift + N
Mozilla Firefox: Ctrl + Shift + P
Microsoft Edge: Ctrl + Shift + P
Safari: Command + Shift + N

Otherwise, you can use another supported browser.

Additionally, you can visit this article for future reference: Categorize transactions in QuickBooks Self-Employed.

Post again in this for clarification in importing your transactions in QuickBooks.

View solution in original post

GebelAlainaM

I've got methods to help you import a CSV file from your bank to QuickBooks Self-Employed (QBSE), @lentiloutpost.

First off, may I know the specific error message you're getting? This way, I can provide accurate information.

Importing error messages often results from an improperly formatted file. Ensure your CSV is in a 3-column or 4-column format before uploading to QuickBooks. This guidance applies to both QuickBooks Online and QBSE.

If the formatting is correct, try logging into your account using a private browser to avoid issues from outdated files or data. Use these keyboard shortcuts to open a new private window:

Google Chrome: Ctrl + Shift + N
Mozilla Firefox: Ctrl + Shift + P
Microsoft Edge: Ctrl + Shift + P
Safari: Command + Shift + N

Otherwise, you can use another supported browser.

Additionally, you can visit this article for future reference: Categorize transactions in QuickBooks Self-Employed.

Post again in this for clarification in importing your transactions in QuickBooks.

lentiloutpost

Thank you! I JUST sorted it out, finally, and came here to update.

lentiloutpost

Thanks so much - I just now got it to work.

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How do I import missing transactions from a bank account? (Paypal) I am trying to import a CSV but keep getting an error.