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Level 1

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 October 19, 2018

Best Answers
Level 15

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?

@ 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

22 Comments
Level 15

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?

@ 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

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?

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

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?

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

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?

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

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?

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

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?

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

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?

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

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?

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

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?

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

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?

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

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?

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

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?

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.  

 

Level 1

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?

I am having the same issue and have tried everything 

CSV looks like this 

 

Date;Description;Amount
15/01/2020;ABC;500.00

 

Each time I try to import it gives an error invalid file format.

The link about 3 column or 4 column doesnt help . Is there any CSV which can be downloaded and I can copy paste my columns in it and get it to work >?

 

QuickBooks Team

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?

Great day, @invalid file format.

 

Welcome to the Community and thanks for joining this thread. I appreciate you for providing me with a detailed information of your concern. 

 

At the moment, we don't have a downloadable sample CSV for bank transactions to share with you, but I can definitely guide you through importing your data into QuickBooks successfully.

 

It's good to know that you're following the 3-column CSV format from the sample template in the shared article. Let's also ensure to choose CSV (comma delimited) in saving your Excel file. Here's how: 

 

  1. Open your existing file from your computer. 
  2. Go to File, then select Save As
  3. Choose a folder to save where you can easily locate it. You can select the Desktop for easy access. 
  4. Enter a file name in the field.
  5. Make sure to select CSV (comma delimited) in the Save as type drop-down list. 
  6. Click the Save button.

 

Once done, you can now proceed to import your transactions from a CSV file. I'd suggest you follow the steps to import in the shared article attached by my peer GarlynGay. Most importantly, map your statement fields according to your CSV file format. 

 

For future reference, check out these helpful articles: 

 

 

Feel free to message again if you have more questions. We're always delighted to help you more.

Level 1

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?

Just tried it again and same result. Isnt there a sample CSV like accounts import CSV which we can simply use?

What wrong with my format ? 
Which format needs to be there ? What is being used as delimiter ?   , or : ??
Shall I change csv to excel and excel to csv again ?

What can be so difficult to just simply provide a sample CSV which works 


 

QuickBooks Team

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?

Hi invalid file format, 

 

You can download a sample CSV file for your reference in your QuickBooks Online account (QBO): Here's how:

  1. Click the Gear icon.
  2. Select Import Data.
  3. Select Chart of Accounts.
  4. Under the Select a CSV or Excel file to upload field, click Download a sample file.

Once done, you'll be able to access a sample CSV file for the accounts and follow the format. 

 

Also, you'll have to make sure that your CSV file is formatted correctly so you can import your account successfully without any error. These are some formatting samples that you'll have to avoid:

  • Avoid using special characters:
    • Characters such as #, %, and & anywhere in the file.
    • Using brackets ( ) for negative amounts: (234) should be -234.
    • Currency symbols: $234 should be 234.
    • Commas to separate thousands (2, 111 should be 2111).
  • Remove zeroes (0) from the file and leave those cells blank.
  • Correct any transactions that display a number in the Description column.
  • Remove the word amount if it appears in the name of the Credit or Debit column (Credit amount and Debit amount are incorrect).
  • MAC users must save the file as a Windows CSV file.
  • Correct and standardize the Date format to a single format (for example, dd/mm/yyyy).
  • Some banks provide the day of the week and include it in the Date column (for example, 20/11/2018 TUE), which is not an acceptable format. To correct this, split the date and the day of the week into two separate columns:

Also, Excel is a file that holds information about worksheets. While CSV is a plain text format with a series of values separated by commas. Thus, use a CSV file for your import. 

 

You can check out this video for detailed steps and visual guide: Importing Chart Of Accounts into QuickBooks Online From Excel.

 

Let us know if you have any other concerns about QuickBooks. I'm always right to help you anytime. 

Level 1

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?

Again this is sample of chart of accounts not the bank import. Can someone just simply upload one sample for bank transaction import 


QuickBooks Team

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?

Hello, @invalid file format.

 

Please allow me to join the thread and help share information about importing CSV file in QuickBooks. When importing the file, we need to make sure we follow the correct format. The columns that are required by QuickBooks are:  

 

  • Date
  • Description
  • Amount 

Though, you’ll need to convert and save your excel file to CSV (comma delimited). I’ll show you how: 

 

  1. Open an Excel, then input your excel format. 
  2. Click File and choose Save As
  3. You'll be prompted to a folder where you want to save it. 
  4. When you save make sure under Save as type drop-down arrow, and choose CSV (Comma delimited) 

 

 excel.PNG

 

excel1.PNG

 

excel2.PNG

 

Once done, you'll be able to import your file without any errors. You just make sure you follow the correct formatting when importing it. 

  

I'll be adding some articles with guidelines on how to import bank transactions using Excel CSV files and common errors for importing bank transactions using CSV:

 

 

You can also watch this video for more tips on how to Import bank transactions from .CSV to QuickBooks: 

 

 

Please know that the Community is always here to help you out. Just click the Reply button and I'll get back to you. Have a great day!

Level 2

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?

@quickbooksonline @quickbooks6 @quickbooks4  I have a quick solution for this issue. Please contact me.

Level 2

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?

Hello Quickbooks Team,

 

This issue has stayed unresolved for atleast 6 weeks now. I have a solution if you are interested. Please contact me.

 

Regards,

Ravindra.

Level 2

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?

Just curious.... can you just post the solution?

Level 2

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?

LOL.  Astonishing. With the amount of money y'all charge us, with all due respect, we should NOT need a 3rd party app.   If "they" can figure it out then QUICKBOOKS can write a program that will simply comb through the CSV file and make a good guess - and I know this hypothetical program could also remove any blank rows, $ symbols, and reconfigure the dating format. It's about to be 2021 y'all, and QUICKBOOKS AIN'T CHEAP.   Please do the right thing and either work out a deal with Paypal and Venmo that lets people VERY SIMPLY import their transactions from as far back as their hearts desire.  

 

The BS that Venmo puts us through is just absurd.  90 days at a time??? Come on! Stress causes disease, and this stresses people TF out!  SO technically you're making people physically ill with all these insane extra steps!  UGH! 

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