Csv file is correct but not importing

Which transaction data did you wish to import? Invoices?

Hi there, rajfidelis1234-g.

Since the CSV file is not importing, I'd suggest checking the following formatting restrictions. Your CSV file must be formatted correctly to import your data successfully in QuickBooks.

• 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.

Once the CSV file meets the do's and don'ts above, you can import your transactions again. Please follow the steps below.

1. Click the Banking menu. Then, choose Banking.
2. Select the Link account drop-down arrow, and choose Upload from file.
3. Tap the Browse to select a file to upload, press Open then next.
4. Drop-down arrow select the Account type, or click the + Add new. Then press Next.
5. Select a Date, date format, Description, and Account. Note: You can choose 1 column or 2 columns. 
6. Press Next. 
7. Onscreen message Select the transactions to import, hit Next. 
8. Pop up message will appear transaction will be imported. Do you want to continue? Press Yes. 
9. Hit Let's go!

For additional information, here’s an article that you can refer to: Import bank transactions using Excel CSV files.

If the issue persists, I'd recommend contacting our QuickBooks Support Team. They have the tools to pull up your account to verify the cause of the issue.

Once the import is finished, your bank transactions will be directed to the Banking menu. From there, you'll see each imported entries that are displayed on the For Review tab. You can review, add, or match each transaction to avoid duplicate transactions.

Don't hesitate to leave a comment below if you have additional questions about importing transaction using CSV file. I'd be around to help you out. Have a good one.

I have CSV from Amex business checking, and it gives me errors all the time. I'm not sure what's wrong. The date format is normal mm/dd/yyyy

Please help!

I appreciate you for adding a screenshot, nastic87.

I'm here to help resolve the error you received so you can continue uploading your file.

When mapping data, ensure to select the date format you use on your CSV file.

If you select the correct one, let's upload the file on a private browser. This type of browser doesn't store caches thus, helps the page to load faster. You may use these keyboard keys to open one:

• Google Chrome: Ctrl + Shift + N
• Microsoft Edge & Mozilla Firefox: Ctrl + Shift + P
• Safari: Control + Option + P

Once uploaded, you can review the entries to categorise the transactions. You can browse these articles as your guide in categorising the entries:

• Categorise and match online bank transactions in QuickBooks Online
• Set up bank rules to categorise online banking transactions in QuickBooks Online

Fill me in whenever you need help ensuring the transactions are recorded on the correct accounts.

On MAC save to WINDOWS CSV. How? There are 3 different options but none states windows csv.

Hello there, rafalb.

Could you please provide the three different options you're seeing? In the meantime, you can save a file as a Windows CSV file using a Mac by following these steps.

1. Open the file you want to save as a CSV in the application you used to create it, such as Microsoft Excel.
2. Once the file is open, go to the File menu at the top of the screen. Then, Save As.
3. In the Save As dialog box, choose a location to save the file and enter a name for the file.
4. Below the file name, you should see a dropdown menu for File Format or Format. Select CSV (Comma Separated Values) from this dropdown.
5. After selecting CSV as the file format, click the Save button to save the file as a CSV.

These steps will help you to save a file as a Windows CSV file using a Mac. The CSV format is compatible across different operating systems and devices. If you need further help, you can consult an IT expert for guidance in saving files as Windows CSV files.

After the import is complete, your bank transactions will appear in the Banking menu. You will find each imported entry displayed on the For Review tab. You can then review, add, or match each transaction to prevent duplicate entries.

Don't hesitate to leave a comment below if you have additional questions about importing transaction using CSV file. I'd be around to help you out.

I have the same problem. My .csv file IS CORRECT and CORRECTLY formatted, but journal import fails with an incorrect error message of:

Name invalid

These contacts don't exist in QuickBooks. Go back to your CSV file and match the name with a QuickBooks contact.

I have checked and rechecked the QB setup and the file. 

Thanks for connecting with us in the Community, @djhoback.

Allow me to share some information about importing CSV (Comma Separated Values) files in QuickBooks Online (QBO).

Before importing your journal entries, please ensure that your file contains the following information:

• Journal Number
• Journal Date
• Journal Code
• Account Name
• Journal Description
• Debits
• Credits
• Select the date format

If your spreadsheet contains new accounts, make sure to add them to your chart of accounts before importing.

If the issue persists, I suggest reaching out to our support team to obtain further assistance. They have the expertise and tools like share screen to check and help you troubleshoot the problem and provide the most accurate guidance. You can contact the QuickBooks Online Customer Support team here: Contact the QuickBooks Online Customer Support team.

Furthermore, here are some articles to help you learn how to print a journal entry report. Also, what are some frequently asked questions about importing data in QuickBooks Online:

• Print a journal entry report in QuickBooks Online
• Common questions about importing data to QuickBooks Online

I’ll be around the corner if you need an extra pair of hands in any QuickBooks-related matters, @djhoback. Stay safe!

@djhoback 

You can use the importer tool to isolate the problem.

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