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jamespaul
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Hello.

 

I'd also lose my cool if I'm stuck with a couple of issues after doing all the workarounds available. I have one more solution before we dive deeper into the Bank of America transaction file issues. 

 

Regarding the CSV file, I take it that you're referring to PSound's solution. It's for a different solution regarding the invalid file error message in QuickBooks Online. 

 

Looking at your error message for the CSV file, I see that you're using the Self-Employed version. If you haven't done it yet, let's open your file with Excel then check the formatting.

 

Look for odd or special characters on the amount or date fields (except for the (/) symbol and the (-) minus sign for expenses in a three-column format). 

 

If you've already checked the formatting, then we'll want to contact a support agent. They'll take a look at your file and the system and check what's causing the import error message.

 

They'll also investigate what's causing the "Something went wrong..." message that you've been getting for the past few days. 

 

Here's how to contact them: 

 

  1. In QuickBooks Self-Employed, click the Help icon.
  2. On the pop-up window, proceed with the Contact Us button. 
  3. Enter the error messages in the box, then hit Continue.
  4. Select either Chat with us or Have us call you

 

After resolving the error messages, do you need help managing your estimated taxes? Take a look at this article for a guide: Pay federal estimated quarterly taxes in QuickBooks Self-Employed.

 

If you have any other concerns regarding your transactions, let me know. I'll also hear you out if you have questions about reports or your taxes in QuickBooks. 

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