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I appreciate you providing us additional details about your concerns, tatweer.
I'll share information about the proper formatting when importing your bank transactions.
Based on your screenshot, you use the backslash instead of the forward slash when separating the date. With this, change the character you're using into a forward slash to let QuickBooks recognize the dates of your transactions.
In addition, please make sure to choose the appropriate date format when mapping your account and select the dd/MM/yyyy. Use this image as your reference:
Moreover, after manually uploading your transactions, consider categorizing and reconciling them to ensure they match your bank and credit card statements.
Feel free to update us in the thread if you have additional questions when importing transactions or other related concerns in QuickBooks Online. I'm always here to lend a hand.
Hello, tatweer. I'm here to help.
When QuickBooks Online (QBO) fails to recognize the date column, even with the correct format, it may require additional fine-tuning with the file formatting.
However, we would greatly appreciate your assistance in providing us with a screenshot or any additional information that may aid us in providing you with the best possible assistance.
We'll be here should you have updates on the issue you've encountered. Take care.
Thank you for your reply!
I provided you with a screenshot of the error, you can see that QBO accepted the file but when it comes to the date QB can't recognize it.
Thanks for including a screenshot of the error you're getting, tatweer. I'm committed to helping you upload your bank transaction to QuickBooks successfully.
This error can happen when the date isn't formatted correctly. To isolate the issue, let's review your Excel CSV file and ensure that the date is in this format (example: 01/02/2024 - Month/Day/Year). Typos on the date can also affect the issue.
If the date is in the correct format and the error persists, can you please provide a screenshot of your Excel CSV file? It will allow us to review the details and identify any potential issues.
I'm adding this material to learn more about the supported format of your Excel CSV file when importing bank entries to our system: Format CSV files in Excel to get bank transactions into QuickBooks.
Once you upload your transaction to QuickBooks, prepare to review and categorize them from the For Review section.
Please let me know in the comment section below if you have follow-up questions while bringing your bank data to QuickBooks. I'm just a few clicks away to help you once more. Stay safe!
Thanks!
I attached a screenshot of the Excel file that I want to type the transactions into, so I'm testing using this file because I've been trying for months now but I wasn't successful.
I appreciate you providing us additional details about your concerns, tatweer.
I'll share information about the proper formatting when importing your bank transactions.
Based on your screenshot, you use the backslash instead of the forward slash when separating the date. With this, change the character you're using into a forward slash to let QuickBooks recognize the dates of your transactions.
In addition, please make sure to choose the appropriate date format when mapping your account and select the dd/MM/yyyy. Use this image as your reference:
Moreover, after manually uploading your transactions, consider categorizing and reconciling them to ensure they match your bank and credit card statements.
Feel free to update us in the thread if you have additional questions when importing transactions or other related concerns in QuickBooks Online. I'm always here to lend a hand.
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