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When I import a csv file, it only imports the first 30 transactions - how can I get it to import all of them?

 
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QuickBooks Team

When I import a csv file, it only imports the first 30 transactions - how can I get it to import all of them?

Greetings, @treasurer-coh.

 

When you import your transactions, there is a specific format to follow. This is to ensure that it will reflect accurately in your For Review tab. Let's review the file format of the CSV file have imported.

  • Special characters are not allowed.
    • Do not use characters such as #, %, and & anywhere in the file.
    • Do not use ( ) for negative amounts (use -234, not (234) for negative figures).
    • Do not include currency symbols ($234 should be 234).
    • Do not use commas to separate thousands (2, 111 should be 2111).
  • Zeros (0) are not allowed anywhere in the file ($0 should be left blank).
  • There isn't an option to mark pound (£) and dollar ($) sign when importing transaction. Instead, you need to manually convert the amount before you upload it in QBO. 

Also, you’ll need to delete the two zeroes entered in the decimal places. Here's how your file looks like when it's ready:

 

3 columns

User-added image

 

4 columns

User-added image

 

Once verified, you can re-import your transactions following the correct format. You can use these articles for more detailed steps in importing your transactions:

In addition, here are some articles to help review your bank and credit card transactions:

Leave your comments below if you have other questions. I'm always here to help.

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