Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
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.
Once the CSV file meets the do's and don'ts above, you can import your transactions again. Please follow the steps below.
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 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:
Once uploaded, you can review the entries to categorise the transactions. You can browse these articles as your guide in categorising the entries:
Fill me in whenever you need help ensuring the transactions are recorded on the correct accounts.
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.
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.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.