Welcome to the Community, jwilde. Could you please provide the exact error message you receive? Any details you can share will help us better understand and resolve the issue.
QuickBooks requires specific formatting rules to follow via CSV or Excel file, and each bank may export files with different column labels and arrangements. If the columns in your CSV don't match what QuickBooks expects, or if there are any formatting inconsistencies, you may encounter an error during upload.
For a successful CSV upload, refer to this article to learn how to format your CSV files properly before uploading them to QuickBooks: Format CSV files in Excel to get bank transactions into QuickBooks.
Please note that these instructions apply to both QuickBooks Online (QBO) and QuickBooks Self-Employed (QBSE).
Feel free to reply to this if you have additional questions. We’re here to assist you.
