Banking
Hi,
I have the same problem and despite trying all the suggestions on the community forum I am not able to upload my CSV file bank statement.
The following error has occurred: Your file does not contain the three required columns: transaction date, memo and amount.
Can anyone help ?
Thanks
Banking
I appreciate your efforts in performing the steps shared above, @StephLux.
I've got additional steps that you can try so you can import your bank transactions as a .CSV file successfully.
Let's go ahead and fine-tune the formatting of your file to help verify the root cause of the error that you received.
These are the information that you need to check and try:
- Remove any zeros (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" without the word "amount."
- Make sure the dates are in one format. We recommend you use: dd/mm/yyyy.
- Mac users must save the file as a Windows CSV file.
- Some banks add the day of the week in the Date column (for example, 20/11/2018 TUE). You need to remove the day of the week.
However, if your dealing with credit card accounts, you'll need to make sure that the transactions import correctly, select the corresponding credit card account (not a bank account) when you upload the file into QuickBooks Online.
Here's a link that you can scan through for more details about this process: Learn how to check the format of the CSV file you got from your bank.
On the other hand, if the problem continues, I'd suggest reaching out to our Customer Care Team. They have the necessary tools that can help check the reason behind this hurdle.
To contact them:
- Click on Help at the top menu bar.
- Hit on the Contact Us button.
- Enter a brief description of the issue in the What can we help you with? box.
- Press on Let's talk.
- Select on Get a callback.
- Key in your contact details, then tap on Confirm my call.
I'm just a few clicks away if there's anything else you need. I'll ensure you're all set. Wishing you all the best in everything that you do.
