Hi, @FirstCityH.
I recognize the error was quite frustrating. I'm here to share details on importing transactions in QuickBooks Online.
Before you can upload it, make sure that the information is in the proper format.
In the mapping stage, double-check that you selected the correct columns. Otherwise, QuickBooks will be unable to read the data. You can make the mapping stage easier in this article: Format CSV files.
Since not all banks create CSV files in the same way, you may need to make additional changes to get your transactions in. Here are some things to keep an eye out for:
- Currency symbols and commas.
- Special characters.
- Date and amount format.
You may utilize this article for your reference: Common errors for importing bank transactions using CSV.
In addition, I've added these articles that help you organize your transaction in QuickBooks Online:
Feel free to mention me if you need more clarification about the topic. I'm also available if you need assistance on how to run reports in QuickBooks. Have a good one.
