I can help you rectify the error message you encountered when importing a CSV file in QuickBooks Online (QBO), @jj33x.
This error can occur if the CSV file format is improper or the template does not fulfill the necessary requirements. Please keep in mind that the file size limit is 350 KB.
Shorten the date range and download transactions in smaller batches if the file exceeds the limit. Check to see this website to learn more about how to check the format: Format CSV files in Excel to get bank transactions into QuickBooks.
Furthermore, missing information might be caused by a variety of circumstances. We can also think about the broken connection. Some transactions will not be downloaded successfully if there are connection errors during the download process. Certain things must be considered when importing your bank transactions.
- Make sure the file is in a CSV (comma-separated values) format.
- Ensure to save your data as a CSV or Comma delimited.
- Check if the file has blank lines if it does delete them.
- Please make sure to select the column header labels (from the dropdowns) that match the column header labels in your CSV file.
- Your CSV file should contain the following information: Date, Description, and Amount.
Check out the additional pointers below that will guide you in reformatting your CSV file:
- 0's are not allowed anywhere in the file, e.g Rs. 0 should be left blank
- Commas for thousands are not allowed either e.g 2,111 should be 2111
- Other special characters such as #, %, and & are not allowed
- Correct any transactions with the amount showing in the description column
Please keep in mind that the date format is dd/mm/yyyy (01/02/20). I'd also suggest shortening your description so that the program can quickly read your bank transactions.
After verification, you can re-import your transactions in the proper format. More specific steps for importing your transactions can be found in the following articles:
Let me know if you have more concerns about importing data. The Community always has your back. Have a good one!
