Welcome aboard to the Community, @mdpodlug-gmail-c.
Let me help you import the bank transactions in QuickBooks Online.
There are several reasons why you're unable to upload it successfully in the system. It's probably related to the format of the CSV file.
You can go over the list below to ensure the file is error-free:
- Remove zeroes (0) from the file and leave those cells blank.
- Correct any transactions that display a number in the Description column.
- Remove the word amount if it appears in the name of the Credit or Debit column (Credit amount and Debit amount are incorrect).
- MAC users must save the file as a Windows CSV file.
- Correct and standardise the Date format to a single format (for example, dd/mm/yyyy).
- Some banks provide the day of the week and include it in the Date column (for example, 20/11/2018 TUE), which is not an acceptable format. To correct this, split the date and the day of the week into two separate columns.
In case the problem persists, and you've followed the format, I suggest you proceed with contacting our QuickBooks Support Team. They'll be able to check your account in a secure space and assist further with the import process.
Here's how you can reach them:
- Click the Help icon at the top to open the Search window.
- From there, scroll down to choose the Contact us button.
- Input the issue /topic in the field box and then tap the Let’s talk option.
- This will lead you to the contact information window.
- Pick how you want to reach out to our support team: Chat or Get a callback.
Additionally, I recommend the following resources, which contain a video tutorial to help a user import the data, as well as using the 3-column or 4-column format:
Please let me know if there is anything else I can do to help by clicking the Reply button below. Have a great day ahead.
