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yarrow-mcconnell
Level 1

Upload CSV file of transactions function repeatedly failing in Quickbooks Self-Employed. How do I fix this?

Each time I select the file and click "Open" it returns a message "Oops file failed to load (probably our fault). Please try again in a few minutes. If it still doesn't work you will probably need to contact us." No chat assistant or other helpful contact method available. Can anyone here help me solve this?
2 Comments 2
4Gal
Level 11

Upload CSV file of transactions function repeatedly failing in Quickbooks Self-Employed. How do I fix this?

You can use the trial version of csv2qbo converter tool to isolate the problem.

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

 

KimberlyS
QuickBooks Team

Upload CSV file of transactions function repeatedly failing in Quickbooks Self-Employed. How do I fix this?

We appreciate you providing the error you received, yarrow.

 

It's indeed essential to upload your transactions in the program to keep your record accurate in QuickBooks Self-Employed. With this, I'll share some steps to help you overcome the error when importing your CSV files.

 

Usually, this error occurs due to incorrect mapping or formatting. Hence, I recommend reviewing your CSV file to ensure it follows the format accepted by QuickBooks.

 

You can create a 3-column or 4-column format with the help of this article: Format CSV files in Excel to get bank transactions into QuickBooks.

 

However, utilize a private browser if the issue persists to prevent corrupted cache file discrepancies by refreshing the website's preferences. You can proceed to these keyboard shortcuts depending on your browser:

 

  • Google Chrome: Ctrl + Shift + N
  • Safari 11 or newer: ⌘ + Shift + N
  • Mozilla Firefox: Shift + Ctrl + P
  • Microsoft Edge: Ctrl + Shift + N

 

Once done, clear the cache on your regular browser. Also, please note about the system-supported browser for the best and most secure experience.

 

On the other hand, you can connect with our support if you need further assistance every Monday to Friday from 6 AM to 6 PM and Saturday from 6 AM to 3 PM PT.

 

Moreover, you might want to review this material for guidance on organizing your transactions accordingly: Categorize transactions in QuickBooks Self-Employed.

 

Feel free to inform us in the Community if you have additional questions about importing transactions or other related concerns in QuickBooks Self-Employed. We're here to lend a hand.

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