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melwynnk-gmail-c
Level 1

Hello , im having issues with uploading csv bank records into Quickbooks, ive done this but always shows error stating not showing date, description anount .

 
1 Comment 1
EduardA
QuickBooks Team

Hello , im having issues with uploading csv bank records into Quickbooks, ive done this but always shows error stating not showing date, description anount .

Hi Melwynn, welcome back.

 

What you should do when you see an error while uploading your CSV bank statement into QuickBooks is follow these steps:

 

  • Remove any zeroes (0) from the file; leave those cells blank.
  • Correct any transactions that display numbers in the Description column.
  • Remove the word "amount" if it appears in the Credit or Debit column header. They should only read "Credit" and "Debit".
  • Mac users should save the file as a Windows CSV.
  • Make sure the dates use a single format. We recommend using dd/mm/yyyy.

 

To learn more about proper CSV formatting, check out this article: Format CSV files in Excel to get bank transactions into QuickBooks.

 

You may also want to visit this resource for additional tips on resolving common errors when uploading CSV files: Common errors for importing bank transactions using CSV in QuickBooks Online.

 

If you have any other concerns, don't hesitate to reply in the thread.