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mvoj
Level 1

Is anyone having trouble importing transaction from a .csv file? It keeps giving me an error message.

I follow the exact instructions and download a .csv file from my bank and when I try to load it/import it into Quickbooks Self-Employed I get an error message.

1 Comment 1
Jane_M
QuickBooks Team

Is anyone having trouble importing transaction from a .csv file? It keeps giving me an error message.

Welcome to the Community, @mvoj. Before we proceed, could you please share the exact error message you're seeing when you try to import the file? Providing this will help us pinpoint the root cause and resolve the issue more efficiently.

 

In the meantime, please verify that your Date, Description, and Amount fields are formatted correctly and align with QuickBooks requirements, as these issues are common reasons why the program rejects CSV file imports.

 

For more information about the required formats, please check this article: Format CSV files in Excel to get bank transactions into QuickBooks.

 

You can also refer to this article for further assistance in categorizing your transactions in the future: Categorize transactions in QuickBooks Self-Employed.

 

If you need more help, feel free to reach out in the comments.

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