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Troubleshooting CSV Bank file formatting

When you import CSV files that contain bank info into QBO, the file must be formatted correctly or you'll receive an error when you try to upload it, such as "Error: We can’t upload this .csv file because some of the columns aren’t mapped correctly." If you have any issues importing your CSV file, make sure your file doesn't break any of these restrictions:

  • 0's are not allowed anywhere in the file, e.g Rs. 0 should be left blank
  • Symbols aren’t allowed either e.g Rs. 234 should be 234
  • Commas for thousands are not allowed either e.g 2,111 should be 2111
  • Other special characters such as #, %, and & are not allowed
  • Correct any transactions with the amount showing in the description column
  • Remove the word “amount" if it appears in the credit or debit column, i.e. credit amount, debit amount
  • Correct and standardise the date format to a single format i.e. dd/mm/yyyy
  • MAC users must save the file as a Windows CSV file

Note: CSV files downloaded from most banks often have their own formats and as a result you might not be able to import the CSV file.

Here's a video that demonstrates a CSV import.

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