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dan257
Level 1

I'm attempting to export a banking file from google sheets to CSV for upload but it keeps adding a title header above the transactions which causes the upload to fail

 
2 Comments 2
Jovelyn_M
QuickBooks Team

I'm attempting to export a banking file from google sheets to CSV for upload but it keeps adding a title header above the transactions which causes the upload to fail

Hi there, Dan257.

 

Let me guide you through the process of successfully uploading your CSV file.

 

Please note that CSV files exported from Google Sheets always include a header row. To ensure a smooth upload, open the CSV in a text editor or Excel and delete the header row before proceeding.

 

To remove the header row in Excel, simply click on the row number for the title, then right-click and select Delete Row.

 

You can refer to this article for guidance on ensuring the data is in the correct format: Format CSV files in Excel to get bank transactions into QuickBooks.

 

If you need further assistance, feel free to leave a post below.

Jovelyn_M
QuickBooks Team

I'm attempting to export a banking file from google sheets to CSV for upload but it keeps adding a title header above the transactions which causes the upload to fail

Hi there, Dan257.
 
I just wanted to follow up to check if the resolution we provided helped resolve your issue.
 
Please let us know if everything is now working as expected or if you’re still experiencing any problems.
 
We’ll be glad to assist further if needed.

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