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KWR
Level 1

Unable to import transactions from my Mac, in CSV format?? I have done many times but not allowing this time. I have checked for formatting errors but do not see any?? Any help appreciated. Thanks.

 
2 Comments 2
Rose-A
Moderator

Unable to import transactions from my Mac, in CSV format?? I have done many times but not allowing this time. I have checked for formatting errors but do not see any?? Any help appreciated. Thanks.

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 you're still unable to import your transactions, 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.

 

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 your Mac. I'm always here to provide additional assistance. Have a good one.

Fiat Lux - ASIA
Level 15

Unable to import transactions from my Mac, in CSV format?? I have done many times but not allowing this time. I have checked for formatting errors but do not see any?? Any help appreciated. Thanks.

Utilize the trial version of this converter app to isolate the issue.

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

 

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