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jarett
Level 1

How do I import transactions on quickbooks self employed. It keeps giving me an error and says it's probably QB fault.

My bank no longer connects to quickbooks and is supposed to have it fixed by the end of april.  HOwever, I need to get my transactions entered.  I downloaded the transactions but QB gives me an error no matter which account I attempt to import into.  
2 Comments 2
ArielI
QuickBooks Team

How do I import transactions on quickbooks self employed. It keeps giving me an error and says it's probably QB fault.

Hello, @jarett.

 

I'd be happy to help you figure out why you're having trouble completing a task. Here are some possible explanations and solutions to the issue you're experiencing.

 

Firstly, make sure that the CSV file you're trying to upload is formatted correctly. QuickBooks Online has specific requirements for CSV files, such as column headers and data structure. Ensure that the file follows these guidelines to guarantee a successful upload. We only need the basic information about your transactions in the CSV file, which are the date, description, and amount (in one or two columns). 

 

Secondly, check that the file size is within the permissible limit. QuickBooks Online has a maximum file size limit for CSV uploads, and exceeding this limit can result in upload failures. If your file is too large, consider splitting it into smaller chunks or compressing it before attempting to upload. If you've already met the CSV format, you can try importing it again.

 

Additionally, I have included these additional resources that provide more information regarding common errors and the required format when uploading a CSV file:

 

 

Furthermore, if you have further questions about importing transactions in QBSE, you can comment below, and we'll respond to you as soon as possible.

4Gal
Level 10

How do I import transactions on quickbooks self employed. It keeps giving me an error and says it's probably QB fault.

@jarett 

You can use the trial version of csv2qbo as a workaround.

https://www.moneythumb.com/?ref=110

 

 

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