I'm here to ensure you can upload your CSV file to QuickBooks Online (QBO),
@SeanB13. To achieve the task, let's check the correct mapping of your file.
Before doing so, can you tell me the exact error you received? Knowing this can help me provide you with the appropriate resolution.
When uploading past transactions using a CSV file, we need to make sure that it meets the standards or file format set by QBO. Aside from the 3-column format, we need to check the following:
- Special characters are not allowed.
- Zeros (0) are not allowed anywhere in the file.
- Correct any transactions that display an amount in the Description column.
- Remove the word amount if it appears in the name of the Credit or Debit column.
- MAC users must save the file as a Windows CSV file.
- Correct and standardize the Date format to a single format (for example, dd/mm/yyyy).
- Some banks provide the day of the week and include it in the Date column (for example, 20/11/2018 TUE in column A) which is not an acceptable format. To correct this, split the date and the day of the week in two separate columns.
When your file is formatted correctly but the error remains, let's upload the file on a private browser. This type of browser doesn't store cache, thus helping the page to load faster. You may use these keyboard shortcuts to save time:
- Safari: Command + Shift + N
- Mozilla Firefox: CTRL + Shift + P
- Google Chrome: CTRL + Shift + N
- Microsoft Edge: CTRL + Shift + N
After signing in, please
import your file again. If it works without error, go back to your regular browser and
clear its cache. If not, consider
using a different browser to determine if the problem is specific to the one you're currently using.
Once uploaded, you can review the entries to
categorise the transactions. You can also use the
bank rules feature to ensure the transactions end up in the correct accounts.
Let me know how it goes by leaving a reply below,
@SeanB13, or if you have further questions about importing your CSV file. I'll be around to lend a hand.
