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j4interactiveinc
Level 2

Import/export CSV files

Hello.  I have a ton of receipts that I'd like t put into a CSV file and import into QB expenses.  I've followed the format per requirement but I keep getting a "no data found".  Is there anyone that can help me figure out what I am missing or doing wrong?  Thanks.

7 Comments
SophiaAnnL
Moderator

Import/export CSV files

Let's check the format of your CSV file to know why you're getting this error, j4interactiveinc.

 

Here are the following formatting restrictions that you'll need to check before you import the CSV file:

  • Special characters are not allowed.
  • Zeros (0) are not allowed anywhere in the file ($0 should be left blank)
  • Correct any transactions that display an amount in the Description column
  • Remove the word amount if it appears in the name of the Credit or Debit column (Credit amount and Debit amount are incorrect)
  • MAC users must save the file as a Windows CSV file
  • Correct and standardize the Date format to a single format (for example, dd/mm/yyyy)
  • Some banks provide the day of the week and include it in the Date column (for example, 20/11/2018 TUE in column A) which is not an acceptable format.

If your CSV file meets the do's and don'ts above, try importing it again. You can refer to this article for the complete details: How to import bank transactions using Excel CSV files.

 

Keep in touch if you need anything else. I'll be right here to help you.

yakker
Level 1

Import/export CSV files

Hello, I've spent weeks trying to get an xls/csv file loaded to Expenses. Not all of the dates are converting over. I'm getting near to go find another accounting package. Is there anything you might suggest? Please don't post the instruction sheets. I've read all those. And for the record noticed conflicting instructions between the notes in the zipfiled download package and other notes elsewhere. Frustrating!

JenoP
QuickBooks Team

Import/export CSV files

Hi there, yakker.

 

Not being able to import your transactions correctly isn't exactly the experience that we want you to have when using QuickBooks. 

 

Aside from making sure the dates are formatted correctly (based on the formatting restrictions that were previously shared), I would also suggest contacting our phone support. They can help you review the file to check why some of the dates are not converted.

 

Here's how to contact them:

 

  1. Go to the Help menu in the upper-right hand corner of QuickBooks.
  2. Click Contact Us.
  3. Enter a brief description of the issue and select the option to call them.

Let me know if you have other questions. We're always here to guide you.

Aleh - CloudBusiness
Level 3

Import/export CSV files

Hello,

 

  There are also third party apps that can make your imports happen even if your input files need some alterations. As there are support teams working and would like your imports to come through they would be glad to help you with suggestions regarding how your file need to be organized etc. in case you would have any questions. 

 

 Of course, if you have gotten tons of receipts, then they would like to have some monthly free from you, however if one needs to imports just up to 100-200 lines - that can be done for free.

 

  I can suggest there a Business Importer solution. Fair price, good support team. You can email them or get advantage of direct in-app live chat for the immediate assistance.  Hope that helps.

AdrianG001
Level 4

Import/export CSV files

To import list in the CSV format, you need to install the QuickBooks Import Excel and CSV toolkit.

 

The toolkit contains:

  • Import from Excel and CSV Manual – a PDF document with instructions, best practices and notes.
  • CSV Examples Folder – 4 sample CSV files, one for each type of list.
  • XLS Example Folder – a sample Excel file containing 4 worksheets, one for each type of list.
  • Allowed fields – a reference guide explaining what fields are available for Excel and CSV import.

 

Steps to install the QuickBooks Import Excel and CSV toolkit

 

  • Open the file download window for the toolkit, then select Save.
  • Go to your Windows Desktop, then select Save.
  • Double-click QuickBooks_Import_Excel_and_CSV.exe on your Windows desktop to open the WinZip Self-Extractor window.
  • Select Browse, choose the folder where you want to install the toolkit (such as your Desktop), then OK.
  • Select Unzip to extract the contents, and then click Close to close the WinZip Self-Extractor window.
  • Open the QuickBooks Import Excel and CSV folder from the location you selected in above step.

 

Regards,

Adrian

QuickBooks Hosting expert

 

Cogshed
Level 1

Import/export CSV files

For something that is supposed to make things quick - this isn't.

I've removed all special characters. Set the date to dd/mm/yyyy (includes time stamps) it still won't upload.

 

Plus There's no function to mark £ and $ payments apart. Do these need to be manually entered?

 

 

JanyRoseB
QuickBooks Team

Import/export CSV files

Thanks for joining this thread, @Cogshed.

 

Allow me to step in and help provide some additional information about importing transactions using CSV file.

 

When importing transactions in QuickBooks Online (QBO) using CSV file, you'll need to follow the format by using either a 3 or 4 columns.

 

The 3-column template has columns for the Date, a Description of the transaction, and the Amount of the transaction. While, the 4-column template has a Date column, a Description column, and both a Credit and a Debit column. 

 

In addition, 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. 

 

If you need further assistance with the steps when importing transactions, I recommend to contact our QuickBooks Online Support Team. They have additional tools to pull up your account and do a screen-sharing. 

 

Here's how to contact our customer support:

  1. Sign in to your QuickBooks Online company.
  2. Select Help (question mark icon) at the top right.
  3. Select Contact us to connect with a live support agent.

For additional reference, you can check this article for the detailed steps on how to import bank transactions using Excel CSV files

 

Don't hesitate to leave a comment below if you have additional questions about importing transaction using CSV file. I'd be around to help you out. Have a good one. 

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