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Level 1

Csv file is correct but not importing

 
2 Comments
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Level 14

Csv file is correct but not importing

Which transaction data did you wish to import? Invoices?

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QuickBooks Team

Csv file is correct but not importing

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 Datedate formatDescription, and AccountNote: 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.