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jacksontaylorart
Level 1

I am not sure why whenever I try to import csv files it says there was an error. Does anyone know why this might be happening?

 
2 Comments 2
AileneA
Moderator

I am not sure why whenever I try to import csv files it says there was an error. Does anyone know why this might be happening?

Hello, jacksontaylorart.

 

When you import, the file format must be correct for you to successfully bring these transactions into your company. QuickBooks Self-Employed requires three or four columns. 

 

Also, to avoid errors when importing transactions, consider the following reason: 

 

  • The CSV file format is correct.
  • You followed your bank's steps in downloading the transaction into a CSV file.  
  • The transactions are as far back as January 1, 2014.
  • There's no zero from the file. If there are, leave those cells blank.
  • The date format should be dd/mm/yr.

 

  

 

 

To review your CSV file format, you can visit this article for the steps on how to do so: Format CSV files in Excel to get transactions into QuickBooks.

 

If the CSV format is mapped correctly, let’s perform the browser troubleshooting steps to resolve the issue. To begin, sign in to QBSE using the incognito mode or private window. This allows you to browse the net without storing internet history and cookies.

 

Here's how:

 

  • For Google Chrome browser: Ctrl + Shift + N
  • For Mozilla Firefox browser: Ctrl + Shift + P
  • For Safari browser: Command + Shift + N

 

From there, import your entries. If this works, clear the cache to improve the overall performance of the browser. This process is just emptying the cache, so the next time you display a webpage, everything must be downloaded anew. 

 

On the other hand, you can re-import your data manually into your company. Check out this guide for more information: Manually import transactions into QuickBooks Self-Employed.  

 

Get back to me if you have any other questions by leaving a comment below. I'm a few clicks away to help. Have a good day!

Fiat Lux - ASIA
Level 15

I am not sure why whenever I try to import csv files it says there was an error. Does anyone know why this might be happening?

@jacksontaylorart 

Another option, use csv2qbo converter tool as a workaround.

https://www.moneythumb.com/?ref=110

 

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