Hi there, sumner-bouldin.
I'll provide information on why QuickBooks says the file format is not correct. And, to ensure that you would be able to import .CSV file into your account.
It could be there are formatting restrictions in your file, and that's why the system says the format is incorrect. That being said, I suggest checking the file format if it's accepted by QuickBooks. And, you can try to change/rename the file extension to lowercase as having done with other users to successfully importing transactions. Then, make sure that your file doesn’t break the following formatting limitations:
For additional information, here’s an article that you can check on: How to import bank transactions using Excel CSV files.
If the issue continues to occur upon importing, I suggest contacting our Customer Care Support. They have the tools to check your account and investigate the cause of the issue.
Please check this article to see steps on how to fix different banking errors: What to do if you see a bank error or bank transactions won’t download.
As always, you can reach back out if you have further questions about importing transactions in QuickBooks Online. I’d be happy to answer it for you.
Thank you for the above information. I will check all the fields you mention. I have not found a way to change the file extension, but will work on that as well.
However, I downloaded several files successfully earlier in the day, the exact same way. The extension is the same in the most recent file as it was in the other files successfully downloaded. What changed?!
Thank you for getting back here in the thread @sumner-bouldin,
Let me step in and give you additional help in uploading bank transactions. There are no changes happens in QuickBooks Online side. However, you can contact your financial institution to check if they have maintenance or updates in their end that might cause small problems in uploading your bank transactions.
If still, your bank confirms that they don't have any changes on their side, you can follow the suggested troubleshooting steps provided by my colleague ChristieAnn to fix the issue. If the error persists, you can contact our QuickBooks Support so that they can help you import your bank transactions. Here's how to contact our QuickBooks Support:
Note: Due to COVID-19, we have limited staffing and have reduced our support hours to 6 AM-6 PM PT Monday-Friday. We will resume normal hours as soon as possible.
For your future help, you can read this article to learn more about the CSV template format: Import bank transactions using Excel CSV files.
Just notify me by leaving a message in the comment section if you have additional questions. I'll be around here in the Community to help. Have a good one!
This seems to be a know issue in QB. I found the below article.
However, this article applies to QB Desktop, and I have the QB online version so most of the instructions do not apply. This issue does not seem to be an issue with my bank. The import worked flawlessly a couple of hours before I did another download. I compared successful files with the ones stating that they aren't in the correct format, and they are the same - other than the transaction data.
How do I fix this?! This glitch is seriously hindering my ability to get anything done!
Hello there, @sumner-bouldin.
Thanks for responding to this thread.
I want to ensure that you can upload transactions into QuickBooks Online (QBO). With that said, before uploading the file to QBO, review the file format and size. Since you mentioned your bank only has the option .QBO files, QBO files from your bank should already be formatted for QuickBooks. The maximum file size is 350 KB. I recommend checking out this article as it has additional information about how you can reformat your file and upload it: Manually upload transactions in QuickBooks Online.
If this issue persists, I suggest troubleshooting your browser to determine if this is a browser-related issue. You can refer to this detailed article for more info: Troubleshooting browser problems.
Feel free to follow up with me and let me know how it goes. I'm always here to help. Have a safe and productive rest of your day.
The successful QBO file uploads and the one that is failing is way below the maximum size you mention. Please note that the upload worked fine the same day it stopped working. Nothing changed. I have used the same browser I was using and tried another browser. I have cleared the cache. I have compared the downloaded QBO files and there is no difference other than the transaction detail of course. I have tried downloading a smaller date range/smaller file. NOTHING is working. This is seriously hindering my ability to accomplish work deadlines. SOS!
Hello there, sumner-bouldin.
I appreciate your time and effort in making the upload work as it should be. Let's try updating your bank sign-in information to refresh any changes made to your account information.
Once done, you can re-import bank transactions.
For future reference, you'll want to visit this article when you encounter errors when uploading your file: Fix Bank Upload Errors in QuickBooks Online.
Reach out to us if you have further questions. We're always right here to help.
There is no issue with the automated bank download/update/import of recent transactions. I have this set to automated, and it continues to work without a problem. My username and password with the bank have not changed.
The problem is in downloading transactions older than 30 days. I am downloading data from over a year ago and started at the beginning of 2019 since a prior employee had not been doing so. That process worked flawlessly for the first three months in 2019 which I imported two days ago. An hour or so after successful imports, I started on the fourth month, and QB says the imported file is not recognized. The file name, format, etc. is exactly the same as previously reported. That is the issue I need to resolve.
It's good to hear that you're able to resolve and import your file, sumner-bouldin.
There's really a lot of things to learn in QuickBooks Online. Please know that the Community is always here if you have any other questions while working in the program.
You can also check out our Getting Started Guides to know more the different features available in QBO:
Visit us again in the Community if you have other questions.