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FullFillery
June 30, 2024
Question

Trouble importing transactions: what does this red exclamation point mean?

  • June 30, 2024
  • 1 reply
  • 0 views

I'm manually importing my credit card transactions in QBO. It looks good until about the 4th step. The correct columns show up with the correct information, but there is a red circle with a white exclamation point. Nothing shows up when I hover or click on it. It lets me select all the transactions, but the Continue button at the bottom is greyed out. I can't find info about it anywhere.

Thanks in advance for any help!

Susan

1 reply

C
Carneil_C
June 30, 2024

Hi, @FullFillery.

 

I've got some information for you to fix the error while uploading your file.

 

Based on your screenshot, the exclamation seems to be on the Date column. When uploading the file for bank transactions in QuickBooks Online (QBO), you'll want to ensure that all dates follow the same format as your CSV file.

 

It might be why you're unable to continue to the next steps. Thus, the date format you choose should match your file. You can select from the date formats from Step 3.

 

You can read this article for further details about managing your file: Manually upload transactions into QuickBooks Online.

 

Additionally, I'll share with you these references that can help you organize your transactions flawlessly in the future:

 

 

You're always welcome to add your reply to this thread if you have any other questions about managing your bank transactions. Wishing you and your business continued success.

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