You've come to the right place for help, aimee.
I know why you're getting an error message while uploading a CSV file in QuickBooks Online.
Ensure that the CSV file is correctly mapped. It's likely the reason for the error. You'll also need to consider these things upon importing:
- The CSV file format is correct.
- You followed your bank's steps in downloading the transaction into a CSV file.
- The transactions are as far back as January 1, 2014.
- There's no zero from the file. If there are, leave those cells blank.
- The date format should be dd/mm/yyyy.
For more details, check this out: Format CSV files in Excel to get bank transactions into QuickBooks.
If you're good, you can re-import the data.
Here's how:
- Go to the Transactions button.
- Choose All in the Account and Date drop-down arrow.
- Examine the data. If there are any identical transactions, please delete them.
- Review and categorize the transactions to put them in your accounts.
Lastly, can you please share with us the exact error message you get? This helps us determine the best resolution.
I've also attached this extra guide for you to keep track of your transactions properly: Categorize transactions in QuickBooks Self-Employed.
You can always post back if you have other banking or QuickBooks concerns. I'm always ready to assist. Take care of yourself.
