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Level 1

Importing CSV

Hi all,

 

i havve an issue: i am trying to import a CSV file from my Transferwise account. Once i upload it on QB and set up the lines, the program does not recognize the numbers as tehy are ( if i have an income of € 23,00 it reads € 2.300,00). I tried to change the value format in the advanced otions of QB...but it still won't work.

 

Thanks all

1 Comment
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QuickBooks Team

Importing CSV

Hi Ludus Magnus,

 

Allow me to help you check the format of your transactions and successfully re-import them.

 

When importing CSV Files to QuickBooks, there are several format restrictions that need to be followed. This way, you can make sure that your transactions can successfully be imported.

 

These are the formatting restrictions:

  • Special characters are not allowed.
    • Do not use characters such as #, %, and & anywhere in the file.
    • Do not use ( ) for negative amounts (use -234, not (234) for negative figures).
    • Do not include currency symbols ($234 should be 234).
    • Do not use commas to separate thousands (2, 111 should be 2111).
  • Zeros (0) are not allowed anywhere in the file ($0 should be left blank).

Also, you’ll need to delete the two zeroes entered in the decimal places.

 

Once you’ve verified that the restrictions are followed, you can re-import you transactions following the correct format. 

 

Feel free to read this article for more information: How to Import Bank Transactions Using Excel CSV Files?

 

Please let me know in the comment section below if you have any other concerns. I’ll be happy to help you. 

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