I'm here to ensure you can uploading csv format files in QuickBooks, @JRIVERA1.
Let me share some possible reasons why there are some errors when importing bank transactions using CSV:
- Incorrect mapping
- Inaccurate formatting
To fix this, make sure you have chosen the correct columns in the mapping stage. QuickBooks will not be able to read the data otherwise.
Here's how to reach them. Additionally, not all banks create their CSV files the same way, so you may need to make extra changes to get your transactions in. Then, check the format of the CSV file you got from your bank to upload transactions to QuickBooks.
For more insights about this, please check out this article: Common errors for importing bank transactions using CSV.
If issue persists, you can contact our support team. They have the necessary tools to check your account in a safe environment. This way, they can further investigate the root cause of your concern and provide a fix.
I've also added these articles to help you manage banking transactions and help review them:
Keep me posted if you have other questions about uploading csv format files in QuickBooks. I'm always here to help. Stay safe always.
