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bmblebee
Level 2

Using Quickbooks Self-Employed and connected my Paypal. Need to import older transactions using CSV file but keep getting an error.

Using Quickbooks Self-Employed and connected my Paypal. Need to import older transactions using CSV file but keep getting an error when I tried to download the CSV file. Is there a special way I need to categorized my Paypal CSV? So confusing! the error in QBSE is this: Using Quickbooks Self-Employed and connected my Paypal. "Need to import older transactions using CSV file but keep getting an error."
1 Comment 1
GebelAlainaM
QuickBooks Team

Using Quickbooks Self-Employed and connected my Paypal. Need to import older transactions using CSV file but keep getting an error.

Hello there, @bmblebee. I'll be glad to help you figure this out so you can import your older transactions in QuickBooks Self-Employed.

Beforehand, would you mind sharing what specific error message you're getting when trying to upload your CSV file? If possible, could you provide a screenshot of the error? Knowing as many details about the error message as you can provide will help me find the best solution.

In the meantime, we can perform the basic troubleshooting steps. This helps fix your browser to work better and faster caused of stored cookies and cache, that block you from importing your CSV file. Here's how:
 

  1. Restart your browser.
  2. Try uploading your transactions in an incognito or private browser. You can use these keyboard shortcuts to launch a new private window:

Google Chrome: press Ctrl + Shift + N
Mozilla Firefox: press Ctrl + Shift + P
Safari: press Command + Shift + N

If it works, you can return to your regular browser and clear your browser's cache. Then you may see if it fixes the problem and gets started on the tasks at hand. However, if the incognito window didn't work, you can use another supported browser.

You can refer to this article for more details: Troubleshooting browser problems.

For the detailed steps in uploading your older transactions using a CSV file, you can refer to this article: Add older transactions to QuickBooks Self-Employed.

Please don't hesitate to come back if you have clarification or additional information about your concern. I'm always here to help you. Stay safe!

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