I'm trying to import transactions from Discover Bank using a .csv file I downloaded from the bank. Each time I do it, I get an error message. Any ideas what I can do to make it work?

Have you tried opening your QBSE account on incognito/private browser?

Let me help you go over to your account and have your CSV file imported in QuickBooks Self-Employed, organizingmoms.

Unable to import your transactions in QuickBooks Self-Employed are usually the result of outdated or corrupt cache files in your web browser. Not to worry, you can clear them in just a few easy steps.

We can press the F5 key on your keyboard to refresh the page. If it still gives you an error while importing, we can do some of the basic troubleshooting steps by accessing your account in a private window.

Here's how:

• Google Chrome: Press CTRL + Shift + N.
• Safari: Press Command + Shift + N.
• Mozilla Firefox: Press CTRL + Shift + P.

Once signed in, import your transactions from there. If it rectifies the issue, go back to your main portal and clear its cache to remove the browser's history. You may also try accessing your account using another supported browser.

I recommend editing, assigning, and categorizing your transactions. Doing so will help you ensure the accuracy of your financial records. Additionally, you can visit the following write-up regarding how Schedule C categories show up on your financial reports: Schedule C and expense categories in QuickBooks Self-Employed.

Additionally, can I ask for the specific error message you're facing in QuickBooks? I want to make sure I've got you covered.

Kindly update me on the result of this troubleshooting in the comment below. I need to make sure you're able to import your transactions from Discover Bank. I'm always here to provide additional assistance. Have a good one.

I have cleared the cache, used a private browsing window, and also tried another browser (Safari - I was originally working in Chrome). 

It still will not upload transactions from Discover Bank.

The message I get is this: "Darn. File upload failed. (Probably our fault.) Please give it another try. If you see this message again, you might need to contact us."

Also, I was able to upload transactions from other institutions without issue.

I'm stuck!

Yes, and I still got the same message.

@organizingmoms 

Utilize the trial license of a converter app to isolate the issue.

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

What does that mean? I already have a .csv file from Discover. How do I "isolate the issue"?

I appreciate the prompt response, organizingmoms.

QuickBooks Self-Employed (QBSE) accepts CSV format for your bank transactions. Since you already have a .cvs file from your bank but still getting the same error, I suggest contacting our QuickBooks Care Support. This way they can further investigate and isolate the issue so you'll be able to import transactions successfully.

You can reach them by following the steps below:

1. From the Assistant tab, type or say Talk to a human.
2. If you want to connect with us directly, type or say Talk to a human.
3. Then select your preferred support method: Message an agent (Live chat), Call an agent, or Get a callback.
   

The details on how to get in touch with the support is outlined in this article: How to contact QuickBooks Self-Employed Support.

The Community is always open if you have other questions. I'll be around to help. Wishing you a great day ahead.

Tried to contact customer service, but they aren't available until Monday, but maybe not then because it's President's Day?

Hi @organizingmoms,

Thank you for your prompt reply. I'll answer this query for you.

What you stated above is correct. The technical support team for QuickBooks Self-Employed is available during weekdays. You can refer to this article for additional information: Contact QuickBooks Self-Employed Support. It includes their hours of operation so you know when they're available. 

In case you bump into a specific online bank error code 108, see this article for the steps you can take to resolve it: Fix bank error 108. 

I'm a post away if you need further assistance with your online banking. Post a reply below, and I'll get back to you.

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@organizingmoms wrote:

What does that mean? I already have a .csv file from Discover. How do I "isolate the issue"?

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@organizingmoms 

If the converter app is able to import your CSV file, it means there is nothing wrong with the file. Otherwise you have to contact your bank to clarify it.

Got it. Okay, I tried using the converter, and it worked just fine.

@organizingmoms 

So now you have to push Intuit to fix it 8)