Thank you for reaching out, Margeplas. I appreciate you providing the error message you received when attempting to upload your transaction using the CSV file. This error typically arises due to incorrect mapping or formatting issues. Therefore, I suggest checking your CSV file to make sure it adheres to the format recognized by QuickBooks.
Refer to this detailed guide on formatting your CSV files for QuickBooks: Format CSV files in Excel to get bank transactions into QuickBooks. This guide will help you set up either a 3-column or 4-column format properly.
If the issue persists, try using a private browsing window to avoid issues related to corrupted cache files which can affect how website preferences are loaded. You can open a private browser using the following shortcuts depending on your browser:
- Google Chrome: Ctrl + Shift + N
- Safari: Command + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Microsoft Edge: Ctrl + Shift + P
Once done, clear the cache on your regular browser. Also, please note about the system-supported browser for the best and most secure experience.
Moreover, you might want to review this article for guidance on organizing your transactions accordingly: Categorize transactions in QuickBooks Online.
Furthermore, consider our QuickBooks Live Expert Assisted service to help you organize your finances seamlessly and efficiently. This service has a team of dedicated, trained experts who will work directly with you to categorize transactions, reconcile accounts, and provide customized reports.
if you need further assistance in uploading your transaction using CSV file, please don't hesitate to reply to this post. I'm here to help you every step of the way! Have a great day!
