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importing csv

online quickbooks fails to load spreadsheet data saved in .csv file format

1 Comment
QuickBooks Team

Re: importing csv

Let me help you sort this out, @timo1.

 

When importing CSV file into QuickBooks, there is a specific file format to follow. 

 

First, were you prompted with an error while trying to import the CSV file? This will enable me to look into the root cause as to why it didn't load.

 

In the meantime, here are the formatting restrictions that you'll need to check before importing 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 read through this article for more detailed steps: How to import bank transactions using Excel CSV files.

 

If the issue persists, let's perform the following troubleshooting steps to isolate this concern for possible browser-related:

  1. Login to your QuickBooks Online account using an incognito or private browser. 
    1. Google Chrome, press CTRL + Shift + N
    2. Mozilla Firefox: press CTRL + Shift + P
    3. Internet Explorer: Press CTRL + Shift + P
    4. Safari: press Command + Shift + N
  2. If you’re able to import successfully, you may want to clear your browser’s cache.
  3. You can also use other web browsers.
  4. Also, you can run the Browser Health Checkup Tool to check your browser’s health and its compatibility with QuickBooks Online.

Feel free to click the Reply button if you have other questions. I'm always here to help.

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