Welcome to the QuickBooks Community forum, Jiajen.
This error occurs when QuickBooks encounters formatting issues or data inconsistencies that prevent it from processing the uploaded file. To address this, please review the file guidelines below to facilitate a smooth and successful upload:
- The uploaded file must be in English and under 350 KB.
- Each file must include either three columns: Date, Description, Amount, or four columns: Date, Description, Credit, and Debit.
- Rename column headers to match QuickBooks' titles exactly.
- Remove the word Amount from the Credit and Debit column headers.
- Leave cells in Amount, Credit, or Debit blank if they contain only zero.
- Remove numbers from cells in the Description column.
- Ensure all dates follow a consistent format, such as dd/mm/yyyy.
- Some banks include the day of the week in the Date column (e.g., 20/11/2018 TUE). If this occurs, separate the date and day into two columns.
For larger uploads, it is recommended to reduce the date range and download transaction in smaller batches. Please also note that CSV file formatting varies between banks, so you may need to modify to meet the required standards.
For an additional reference to ensure your CSV or data is properly formatted: Format CSV files in Excel to get bank transactions into QuickBooks.
Once you’ve made the necessary adjustments, try reimporting the file.
The Community is here to help if you have any further questions about uploading your bank transactions.
