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vlalamani-gmail-
Level 2

How do I upload the 6 months transactions from a linked bank account?

I linked the bank account selecting it to upload transaction from January to date but it only shows transactions from the last week of July.
Solved
Best answer August 03, 2021

Best Answers
Jovychris_A
QuickBooks Team

How do I upload the 6 months transactions from a linked bank account?

I'll be contributing a few information about uploading a CSV file successfully, and thank you for sharing screenshots, @vlalamani-gmail-.

 

The CSV file you're trying to upload in QuickBooks Online seems they are correct with the file format. The error message you're getting will appear when the columns aren't mapped accordingly. Also, make sure that you've checked the First row in file is a header row box, ticked the 1 column: both positive and negative numbers radio button, mapped the header name correctly, and the date format correlates with the CSV file. This way, we can make sure the file won't return any error messages. Please see the screenshots below.


 

Alternatively, you can try using the 4 column format, making sure the amounts are in the correct debit or credit. Take a look at this YouTube video created by QuickBooks for visual representation.

 

For more helpful references, I've added some articles to review the process. These articles are US-based, ensuring all the details on uploading bank transactions are in order:

 

 

Once you've successfully imported banking transactions, you're now ready to categorize and reconcile your bank.

 

Let me know if you need more clarification or assistance by tagging my name (@Jovychris_A) about importing banking transactions or any concerns in QuickBooks Online. I'm always here to back you up. Take care!

View solution in original post

6 Comments 6
AlexV
QuickBooks Team

How do I upload the 6 months transactions from a linked bank account?

Hello vlalamani-gmail-!

 

Welcome to the QuickBooks Community. Allow me to help you with your bank transactions.

 

First, I'd like you to know that the number of transactions being downloaded the first time you link your account depends on your bank. Since it only allows you to download the transactions from the last week of July, we can manually upload the rest. 

 

You'll want to get a CSV file from your bank that contains the transactions you want to bring in to QuickBooks Online. Then, follow these steps on how to upload it:

  1. From the Banking page, click the Link account drop-down and select Upload from file.
  2. Select Browse and then select the file you downloaded from your bank. Then select Next.
  3. Follow the onscreen steps on how to map the data. Then select Next.
  4. Tap Let's go to confirm.

 

If you encountered issues in uploading the file, check this link on how to fix it: Fix bank upload errors in QuickBooks Online.

 

Once everything is good, you can now match and categorise the transactions. Then, the final step is to reconcile them.

 

Do you have other concerns? Comment them here and we'll help you.

vlalamani-gmail-
Level 2

How do I upload the 6 months transactions from a linked bank account?

Thank you AlexV! I understand now why not all transactions picked up.

 

I have however tried uploading the csv files following the tips but I am not winning, as it does not pick up the files after editing

TirzahC
Level 6

How do I upload the 6 months transactions from a linked bank account?

Good day, vlalamani-gmail-.

 

I appreciate you for reaching out to us here on the Community page.

 

QuickBooks Online supports CSV formats when manually uploading bank transactions. I'm here to share them with you and ensure you'll be able to upload your bank transactions accordingly. To correct this, please make sure to follow the accurate format when preparing the file. There are certain factors to consider. 

  • Make sure the file is in a CSV (comma-separated values) format. 
  • Ensure to save your data as CSV or Comma delimited. 
  • Check the file for any blank areas. If there are some, delete them. Don't want any unnecessary spaces. 

If the same issue, then let's do some troubleshooting to see if it's a browser-related cause. Let's clear the cache of the web browser you're using for QuickBooks Online. These files can become outdated, causing issues like the one with not being able to upload the files properly. Let's start with logging into your account through a private browser. It's the best spot to isolate web issues. Here are the shortcut keys:

  • Google Chrome: press Ctrl + Shift + N 
  • Mozilla Firefox: press Ctrl + Shift + P
  • Safari: press Command + Shift + N

Here's are some of our helpful articles you can read more about uploading bank transactions to QuickBooks:

 

• Format CSV files in Excel to get bank transactions into QuickBooks.

• Manually upload transactions into QuickBooks Online.

 

If you have any other banking questions, please let me know by adding a comment below. I'm always here to help. Have a good one!

vlalamani-gmail-
Level 2

How do I upload the 6 months transactions from a linked bank account?

I followed all the steps to edit the csv file based on the instructions but it keeps giving the same error message that it does not contain the correct columns. 

 

Jovychris_A
QuickBooks Team

How do I upload the 6 months transactions from a linked bank account?

I'll be contributing a few information about uploading a CSV file successfully, and thank you for sharing screenshots, @vlalamani-gmail-.

 

The CSV file you're trying to upload in QuickBooks Online seems they are correct with the file format. The error message you're getting will appear when the columns aren't mapped accordingly. Also, make sure that you've checked the First row in file is a header row box, ticked the 1 column: both positive and negative numbers radio button, mapped the header name correctly, and the date format correlates with the CSV file. This way, we can make sure the file won't return any error messages. Please see the screenshots below.


 

Alternatively, you can try using the 4 column format, making sure the amounts are in the correct debit or credit. Take a look at this YouTube video created by QuickBooks for visual representation.

 

For more helpful references, I've added some articles to review the process. These articles are US-based, ensuring all the details on uploading bank transactions are in order:

 

 

Once you've successfully imported banking transactions, you're now ready to categorize and reconcile your bank.

 

Let me know if you need more clarification or assistance by tagging my name (@Jovychris_A) about importing banking transactions or any concerns in QuickBooks Online. I'm always here to back you up. Take care!

View solution in original post

vlalamani-gmail-
Level 2

How do I upload the 6 months transactions from a linked bank account?

Thank you, I realized my mistake. I was convert the columns back to comma separated data. I finally managed to upload. Thank you so much.