Thank you for your effort in maintaining the proper format of your CSV file, Frances. Before we proceed with the import, there are a few aspects we need to review to ensure a successful upload to QuickBooks Online.
First, can you share the specific error you encountered during the import process? This way, we can narrow down the issue and provide a more accurate resolution.
Additionally, you may need to adjust the file to import your transactions correctly since different banks have distinct formats for their CSV files. Here are a few things to watch out for:
- Delete the numbers in the Description column.
- Review that the file size does not exceed 350 KB and 1,000 line limit per upload.
- Keep the currency symbols and commas in the Amount column straightforward. To edit this, highlight the column in your CSV file, right-click your mouse, and select Format Cells. If the category for the numbers is Currency, switch it to General to eliminate the formatting, then try uploading the file again.
- Remove the special characters in the Description column before attempting another upload. Utilize Ctrl-H to locate and replace them.
- Match the date format with your chosen one during the mapping process. To verify, highlight the Date column. Next, on the Number (Date) at the top of your Excel screen, click the dropdown and change it to Short Date.
Moreover, you can detect formatting issues by selecting all the data in your CSV file and copying it into a new blank spreadsheet. This method helps reveal any errors you may have missed, allowing you to correct them before uploading the file.
Furthermore, if you need to import to a subaccount, refer to the Account Type section in this article: Common errors for importing bank transactions using CSV in QuickBooks Online.
Lastly, scan this reference to review categories and classify the entries in the program: Categorize online bank transactions in QuickBooks Online.
Do you need assistance with categorizing or reconciling the transactions? Leave a comment below, and we'll be here to deliver resources.
