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zkreal
Level 1

Can Someone help me upload my CITI card account older transactions? I have exported them to a CVS File but it keeps saying error.

When I click the browse file button and then click on the CVS file it just says error.
2 Comments 2
4Gal
Level 11

Can Someone help me upload my CITI card account older transactions? I have exported them to a CVS File but it keeps saying error.

You can use the trial version of csv2qbo converter tool as a workaround.

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

 

MarkAngeloG
QuickBooks Team

Can Someone help me upload my CITI card account older transactions? I have exported them to a CVS File but it keeps saying error.

Hi there, @zkreal.

 

Let me guide you through fixing the error you're experiencing when uploading a CSV file to QuickBooks. When adding old bank transactions to QuickBooks Self-Employed, you'll need to upload it manually using a CSV file. The CSV file should be in the correct format to successfully import it. If the format is perfect, you can log out of your QuickBooks account and sign in again. Then, do the import transactions again.

 

If the problem persists, I can guide you on troubleshooting your browser to ensure it runs with QuickBooks efficiently. Let's start with accessing QuickBooks Online using incognito mode or a private window.

 

Here are the shortcut keys to go private mode in a browser:

 

For Google Chrome / Microsoft Edge / Opera:

  • Windows: Ctrl + Shift + N
  • Mac: Command ⌘ + Shift + N

For Firefox:

  • Windows: Ctrl + Shift + P
  • Mac: Command ⌘ + Shift + P

For Safari:

  • Shift + Command ⌘ + N

If this works, you can proceed to clear your browser's cache and cookies. Otherwise, you can also use other supported browsers.

 

Additionally, you can learn how to categorize the transactions you downloaded from your bank in QuickBooks Self-Employed.

 

If you need further assistance importing bank transactions in QuickBooks Self-Employed, feel free to hit the reply button below. I'm always here to assist you.

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