Hi there, Richards. May I ask the error message you've received when you import the CSV? Knowing exactly what the message says will help us identify the root cause of the issue.
In the meantime, streamline your CSV file for QuickBooks, it is advisable to focus on the essential columns: Date, Description, and Amount. These three fields are the only ones required for proper functionality when importing. Then, copy your data into a new spreadsheet to eliminate any hidden formatting issues. This may help you spot errors before uploading the file.
You can try uploading the file using an incognito browser. This might fix any problems you have when importing your transactions into QuickBooks. Once that’s uploaded, you’ll just need to review and categorize them to get your books back on track.
If the issue persists after reviewing your file format, I'd recommend contacting our Live Support team. They can look into this further and assist you with uploading your transactions into your QuickBooks account.
If there's anything else that you'd like me to assist you with, let me know by leaving a comment down below. I'm here to help.
