Thanks for letting me know here on this thread, jmangan-candor-i. I've got information to help you rectify issues when uploading CSV files in QuickBooks Online.
Beforehand, may I know what specific error you've received when uploading a CSV file from your bank? What steps you've performed in troubleshooting the issue? You can also share screenshots for me to have a visual reference on your end. Any additional information would be much appreciated.
Usually, importing CSV files from your bank requires you to choose the correct columns in the mapping stage. QuickBooks will not be able to read the data otherwise. To make this process easier, you can do the following:
- Delete columns you don't need from your CSV to avoid any confusion. The columns that are required by QuickBooks are:
- Change the names of the columns in your CSV to match the titles in QuickBooks.
In addition to that, not all banks create their CSV files the same, so you need to make extra changes to get your transactions in and accurate. Here are a few things to look out for:
- Currency symbols and commas: it is best to keep the amounts column as simple as possible.
- Special characters in the bank description can prevent you from importing your file.
- Check the date format to make sure it matches the one you chose at the mapping stage.
Moreover, if you're using a CSV file with a debit and credit column, but you only have Money Out transactions in the period, this could give you an error when you upload the file.
To get around this, add an extra line with a positive amount. On the last page which shows you the list of transactions, untick the line you added, and confirm to upload the entries to QuickBooks.
Once everything's ready, I'm sharing this reference to help you review imported bank and credit card transactions and make sure your accounts are accurate: Categorise and match online bank transactions in QuickBooks Online.
I'll keep this thread available if there's anything else you need assistance with when managing transactions in your account. Feel free to let me know, so I can provide additional help. Keep safe and have a good one!
