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Level 2

Is there a problem with the manual upload of bank transactions?

Due to the issue with Standard Bank, There are a batch of transactions that did not load via the bank feed.  I created a CSV file for these transactions but when I try to upload it the "For each bank account field, select a QuickBooks field" page is not complete.  1) The date format field has no drop down options.  2) I select the "2 column: separate positive and negative numbers" option but nothing happens.  3)  There are only two mapping fields "Date" and "Description" - nothing for money in and money out.  Any one else expending this problem?  I have tried uploading to one of the other accounts (same client) but have the same problem.

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Best answer 09-26-2019

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Highlighted
Level 1

Is there a problem with the manual upload of bank transactions?

Hi Mandy

I suspect that the problem you are facing seems like you miss some formatting of uploading a csv file in QuickBooks Online. I have a video which may be able to help you manage the formatting when you uploading a csv file: 

Please do not hesitate to tell me if it still doesn't work. 

View solution in original post

3 Comments
Highlighted
Level 1

Is there a problem with the manual upload of bank transactions?

Hi Mandy

I suspect that the problem you are facing seems like you miss some formatting of uploading a csv file in QuickBooks Online. I have a video which may be able to help you manage the formatting when you uploading a csv file: 

Please do not hesitate to tell me if it still doesn't work. 

View solution in original post

Highlighted
Level 2

Is there a problem with the manual upload of bank transactions?

Thanks IntuitBow.  You are 100% correct.  Thanks to Intuit support as well.  I fixed the CSV file and all was fine.
Highlighted
Level 1

Is there a problem with the manual upload of bank transactions?

Glad to here that, Mandy. Have a great day ahead ;)