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What should I fix so that a CVS file with exported transactions will import successfully? I have removed strange formatting and there are no blank lines.

 
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QuickBooks Team
QuickBooks Team

What should I fix so that a CVS file with exported transactions will import successfully? I have removed strange formatting and there are no blank lines.

Let's perform some troubleshooting steps to import your bank transactions through .CSV file, parentguide.

 

I appreciate you for removing strange formatting to successfully import the transactions. Aside from that one, let's make sure your CSV file is formatted correctly. Just check out the following criteria below:

 

  • We need to remove zeros from the file.
  • 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. 
  • If you're using Mac, please save the file as a Windows CSV file.
  • The Date format must be in a single format (for example, dd/mm/yyyy).

Once done, try importing the bank transactions again to a .CSV format. You can check out this article for the detailed steps: Import transactions from other sources.
 

To learn more about CSV template format, please refer to this article: Import bank transactions using Excel CSV files.

 

I've got a link here that contains articles about bank feeds: https://quickbooks.intuit.com/learn-support/en-us/banking/07?product=QuickBooks%20Self-Employed.

 

Keep me posted if you need a hand categorizing your bank transactions or any QuickBooks Self-Employed related. I'll be here to help.

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