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Trying to upload a CSV file I get invalid file format. The file has dd/mm/yyyy date format, no commas or £ in the amount column. What else could be wrong?

 
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Best answer 10-19-2018

Accepted Solutions
Level 15

@ PD It is not clear what type of upload you are trying...

@ PD

It is not clear what type of upload you are trying to accomplish.  QBO will not accept a transaction upload if that is the reason for the upload.

In menu gear>tools>import there are the categories that can be imported and if click on each one, there is a sample excel file format to follow to accomplish the import

Transactions, if you are trying to import those you need a third party application like
http://www.baystateconsulting.com/products/01TxnWizardOE.htm
I am not affiliated


View solution in original post

12 Comments
Level 15

@ PD It is not clear what type of upload you are trying...

@ PD

It is not clear what type of upload you are trying to accomplish.  QBO will not accept a transaction upload if that is the reason for the upload.

In menu gear>tools>import there are the categories that can be imported and if click on each one, there is a sample excel file format to follow to accomplish the import

Transactions, if you are trying to import those you need a third party application like
http://www.baystateconsulting.com/products/01TxnWizardOE.htm
I am not affiliated


View solution in original post

QuickBooks Team

Let’s get your CSV file imported into QuickBooks Online,...

Let’s get your CSV file imported into QuickBooks Online, PDPA.

This error occurs if the bank file format isn’t compatible with QBO. Some financial institutions have set their own formats and conditions for the file to be uploaded without errors. Let’s make sure you have verified for any of these requirements if you have issues importing your CSV file.

  • 0's are not allowed anywhere in the file, e.g $0 should be left blank
  • $ symbols are not allowed, e.g $234 should be 234
  • Commas for thousands are not allowed, e.g 2,111 should be 2111
  • Other special characters such as #, %, and & are not allowed.
  • Correct any transactions with the amount showing in the description column
  • Remove the word “amount" if it appears in the credit or debit column, i.e. credit amount, debit amount 
  • Correct and standardize the date format to a single format i.e. dd/mm/yyyy
  • MAC users must save the file as a Windows CSV file

Please keep in mind that each bank formats its CSV files differently, so importing a CSV file may not be possible for every bank.

Alternatively, you may find this reference useful: How to upload bank transactions.

Let me know if this clears up the import process for you, PDPA. If you need more help, I’m just around.

Level 1

Re: Let’s get your CSV file imported into QuickBooks Online,...

Thanks in advance for your patience.

 

I've read the requirements for saving a bank transaction list with a 3 or 4 column CSV file, but still get an error on trying to import.

 

I'm not certain if it's the date format, the delimiters, or Mac / MS-DOS issue.

 

Please will someone post a few lines of a sample CSV file, so I can diagnose this issue?

Mine looks like this:
(It could simply be the comma separator for cents. An issue which has long confounded me.)

 

Date;Description;Credit;Debit;;;;

2018/02/26;Hole In The Wall Horse - Cindy steri;500,00;;;;;

2018/02/27;WWW To Sal;25 000,00;;;;;

2018/02/27;9.99 Netflix.Com;120,19;;;;;

2018/02/28;Antfarm Inv 2363;;10500;;;;


Any help gratefully appreciated.

QuickBooks Team

Re: Let’s get your CSV file imported into QuickBooks Online,...

Glad to see you here in the Community space, WildCoast.


I'd be glad to help resolve the error, so you'll be able to import the CSV file.


I’ve replicated this in my company, and it showed that the date format is incorrect. To successfully upload the CSV file, make sure to either select mm/dd/yy or dd/mm/ year.


After changing the date format, you can continue with importing the file. Check out the How to import bank transactions using Excel CSV files article for the sample CSV template format.


For future reference, I added an article on how to resolve WebConnect errors. You’ll find the detailed instructions by going directly to the Troubleshooting WebConnect errors section.

 

That'll do it. The following resolution steps willl help you moving today.

 

Reach out to me directly if you have additional questions about working in QBO. I'm always ready to lend a helping hand.

Level 1

Re: Let’s get your CSV file imported into QuickBooks Online,...

I did change the date format to the equivalent of 1/1/2018, as stipulated. But still get an import error.

It looks like this:

Date;Description;Credit;Debit

26/2/2018;Hole In The Wall Horse - Cindy steri;500;

27/2/2018;Www To Sal;25000;

27/2/2018;9.99 Netflix.Com;120.19;

28/2/2018;Antfarm Inv 2363;;10500

Perhaps I should take out the header row?

QuickBooks Team

Re: Let’s get your CSV file imported into QuickBooks Online,...

Hi there, @WildCoast.

 

I want to make sure you'll be guided to the right support.

 

Good job in trying to import your file with the correct date format. However, since you're getting an error, I'd be best to get in touch with our phone support.

 

They'll be able to initiate a screen sharing session to take a closer look to further isolate this issue. Please refer to this article to get the support contact number: Contact us.

 

Keep me posted on how the call goes or if you have other questions about QuickBooks. I'm always here to provide help. Have a good one.

Level 2

Re: @ PD It is not clear what type of upload you are trying...

Hello.  I am having trouble importing my csv file.  I have the following CSV format:

 

100,training alliance,15/12/2018,15/12/2018,net30,canada,vancouver,5650 professional fees,training expenses,1795,GST,233.35

 

Message I am getting is no data to import.  The format is based on the file attached.

QuickBooks Team

Re: @ PD It is not clear what type of upload you are trying...

I'd like to help you import the csv file, j4interactiveinc.

 

You'll need to follow the supported CSV template formats:

  • 3-column
  • 4 column

Once you've decided what format to use, here's how you can import the file:

  1. Click Banking, then go to the Banking tab.
  2. Click the Update drop-down arrow, then choose File upload.
  3. Click Browse, then choose the csv file.
  4. Click Next, choose the bank account, then click Next again.
  5. Map the fields correctly, then click Next.
  6. Choose the transactions you'll import, then click Next.
  7. You'll be prompted to import now, click Yes.
  8. Click Let's go.

For more information, you can check this article: How to import bank transactions using Excel CSV files.

 

I'll be around if you need further help. Have a great day! 

Level 2

Re: Let’s get your CSV file imported into QuickBooks Online,...

Thank you so much for replying HoneyLynn_G.  Your suggestion worked for Banking.  Can I do the same for Expenses?  Does it follow the same rule for the 3 and 4 column?  I would give this a try but I wanted to confirm first if this will work.  The columns I will need in the expenses import is the "sales tax" column.  The columns I think I will need are: Date, Type, No, Payee, Category, Total Before Sales Tax, Sales Tax, Total.

 

Thanks in advance for the help.

 

Jay

QuickBooks Team

Re: Let’s get your CSV file imported into QuickBooks Online,...

It’s nice to see you in the Community space, j4interactiveinc.


I can help point in the right direction about importing your expenses.


Currently, importing these transactions directly into QuickBooks is not an option. However, there are third-party applications that you can choose from in transferring expenses and at the same time integrate with QBO.


You can either visit the QuickBooks App Store or just go inside your QBO account and then select Apps on the left panel. To narrow down your search,  browse the apps by category or just enter a keyword in the search field.

 

That'll do it. By using a third-party app, the expenses are automatically transferred in QuickBooks.

 

If there's anything else that I can help you with, leave me a comment. I'd be glad to assist you further. Have a great rest of your day.

 

 

Anonymous
Not applicable

Re: Let’s get your CSV file imported into QuickBooks Online,...

Hi, I am having the same issue as WildCoast. So if  you resolved it please share how? I'm on an iMac and have taken out all zeros... frustrating!

Thank you

Moderator

Re: Let’s get your CSV file imported into QuickBooks Online,...

Hi Hillywig,

 

I'm here to get your CSV file imported. 

 

As what @Kristine Mae said, the system supports 3-column and 4-column CSV template formats. 

 

When you choose the 3-column format, the header row must have the Date, Description, and Amount. While in the 4-column format, it has Date, Description, Credit and Debit.

 

You can see great examples how they look like in this article: How To Import Bank Transactions Using Excel CSV Files.

 

If you're still unable to import the file, please let me know. Also, additional details like a screenshot or the error message can help us get you on the right track.  

 

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