There are several strategies to address the 'file too large' error you're experiencing when downloading transactions from your bank into QuickBooks, Gerry. Allow me to share some solutions.
When uploading your bank transactions manually, please ensure that you follow the correct format and that the maximum file size is 350 KB.
Since your file exceeded the limit, here are some effective solutions you can do to reduce its size:
- Remove any zeros (0) from the file and leave those cells blank.
- Fix any transactions that show numbers in the Description column.
- Remove the word Amount from the Credit or Debit column header. They should only say Credit and Debit.
- Make sure that all dates follow the same format. We recommend you use the dd/mm/yyyy format.
- If you’re a Mac user, save the file as a Windows CSV file.
- Some banks add the day of the week in the Date column (for example, 20/11/2018 TUE). You need to remove the day of the week. To do this, split the date and the day of the week into separate columns.
For further details on resolving this, please refer to this article: Manually upload transactions into QuickBooks Online.
I'm glad to introduce you to the QuickBooks Live Expert Assisted team. This team consists of experienced professionals who can help you manage your finances and categorize transactions, providing guidance to support your business needs.
If you want to categorize your bank transactions to manage your banking feeds, please see this article for more details: Categorize online bank transactions in QuickBooks.
By following these guidelines, you should be able to manage your transaction downloads and integrate them into QuickBooks. If you continue to experience difficulties or have further questions, please don't hesitate to get in touch.
