Hello @lyndseyB. To ensure a successful CSV file upload to your QuickBooks, we need to verify that the CSV file is properly formatted and that its size falls within acceptable limits. Allow me to provide you with more details on this matter.
You have the option to upload the CSV file using either a 3-column or 4-column format. These formats include the specific columns that QuickBooks is equipped to process and be arranged in the specified order. For additional guidance, please refer to this article: Format CSV files in Excel to get bank transactions into QuickBooks.
QuickBooks enforces a file size cap of 100kb for uploading CSV files. If your file exceed this limit, it could lead to upload failures. To prevent this, consider reducing the volume of data you retrieve from your bank. Alternatively, you can opt to download your transactions in smaller segments or batches, which can help ensure that each file stays within the allowable size limit for a successful upload.
If you've already met the CSV format and file size, please import your transaction again. For more information, please check this article: Manually import transactions into QuickBooks Self-Employed.
Furthermore, after successfully uploading the CSV file, you can proceed to categorize the transactions that you enter into QuickBooks.
Should you have any more questions or face any challenges while managing your transactions, please feel free to contact us again. We are here to help you through every step of the process.
