Solved

CSV error - Some info may be missing from your file

Forum|Forum|4 years ago
March 23, 2022
4 replies
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Anyone having issues with uploading bank transactions through CSV?

I keep on having an error "Some info may be missing from your file. Double-check that your file is complete and try uploading again."

I have checked my CSV file multiple times, followed the correct instruction but it' still not working.

Any help is very much appreciated. Thank you.

QuickBooks Online

Best answer by AileneA

Hello, jtmonton.

You may encounter this error when the CSV file’s format is incorrect, or the template doesn’t meet the specific requirements. Please note that the maximum file size is 350 KB.

If the file exceeds the limit, shorten the date range and download transactions in smaller batches. To know more about how you can check the format, check out this link: Format CSV files in Excel to get bank transactions into QuickBooks.

Additionally, missing info can be also caused by several factors. We can also consider the interrupted connection. When there are connection faults during the download process, some transactions won’t be downloaded successfully. When importing your bank transactions, there are certain factors to consider.

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 know that the standard date format is dd/mm/yyyy (01/02/20). I would also recommend shortening your description so that the program will be able to easily read your bank transactions.

Once verified, you can re-import your transactions following the correct format. You can use these articles for more detailed steps in importing your transactions:

Feel free to hit that Reply button if you need more help with QuickBooks or fixing import errors. Have a great day ahead. Take care!

A

AileneAAnswer

Hello, jtmonton.

You may encounter this error when the CSV file’s format is incorrect, or the template doesn’t meet the specific requirements. Please note that the maximum file size is 350 KB.

If the file exceeds the limit, shorten the date range and download transactions in smaller batches. To know more about how you can check the format, check out this link: Format CSV files in Excel to get bank transactions into QuickBooks.

Additionally, missing info can be also caused by several factors. We can also consider the interrupted connection. When there are connection faults during the download process, some transactions won’t be downloaded successfully. When importing your bank transactions, there are certain factors to consider.

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 know that the standard date format is dd/mm/yyyy (01/02/20). I would also recommend shortening your description so that the program will be able to easily read your bank transactions.

Once verified, you can re-import your transactions following the correct format. You can use these articles for more detailed steps in importing your transactions:

Feel free to hit that Reply button if you need more help with QuickBooks or fixing import errors. Have a great day ahead. Take care!

J

jtmontonAuthor

Hi AileneA,

Thanks for the reply.

All of the factors considered below are correctly followed:

1. Size file is just 1KB.

2. File type is in CSV.

3. No blank lines.

4. Format is correct (no special characters)

5. Date format is dd/mm/yyyy

I have attached a screenshot of the lines being captured in QBO but does not proceed when selecting "Continue".

Appreciate your additional help.

Thanks

AlexV

Hello jtmonton!

Thank you for making sure that the files meet the requirements.

I suggest you reach out to our Support Team so they can investigate it further. That way, we can determine the cause of this issue.

Click the (?) Help icon and enter Talk to a human (then type it again when prompted).
When asked by the bot, enter "Import Bank Transactions".
Select I still need a human, then proceed with Contact us or Get help from a human.
Choose either Chat or Callback.

Here are the articles if you need help in reviewing your transactions and balancing your accounts:

Leave a comment again here if you need more help with this. Thanks!

M

Mai Flores

Hello, was this issue already resolved on your end? I am encountering the same error and based on the discussions, looks like no concrete steps resolved the issue. If this was already resolved, may I know please what steps you did? Thank you so much in advance. :)

M

mv32

Thank you for joining the Community, @Mai Flores.

You can consider following AileneA's answer that the original poster has marked as solved. I also see her response as very informative, and able to click the links or articles to get concrete details on what to do.

Once you uploaded the transactions to QuickBooks Online, please take a look at these articles for reference to match or add them:

You're always welcome to comment if you have other questions about uploading online banking transactions. Anytime I can help. Take care, and more power to our business!

J

Johann233

Hi,

I'm posting this here in case it's helpful to anyone else. For some reason I was facing the same even though I had been able to upload files previously. And I tried all the solutions that were suggested in this thread. I even tried to upload different files. I happened to go back and look at the previous uploads and I realised that this time I was trying to upload into a sub account. When I switched to the parent account that I'd used before, it worked fine. Perhaps you've been trying to upload into a sub account?

K

Kitt1

Thank you thank you thank you. This solved the problem for me.

R

RCV

We appreciate you for coming back, Kitt1.

Thank you very much! I appreciate you taking the time to let us know that my colleague's solution was able to assist you. I also commend you for following the suggestions and utilizing all of your resources to arrive at the solution you have now.

As always, the Community is brimming with professionals who are knowledgeable in every aspect of QuickBooks, so please don't hesitate to contact us here if you have any questions. We're always happy to assist you on your way to victory. I wish you and your company continued success!

D

Drewppy

I am having a similar issue. I've upload a number of times. Now, the upload is accepting a portion the file and not the rest. I'm getting the red stop sign with an exclamation point in the middle for the transactions that are not accepted. The entire file is formatted the same.

A

ArielI

Hello, @Drewppy.

I'm here to ensure you can upload CSV format files in QuickBooks,

Before we start, I'd like to know the exact error message you're seeing so I can ensure we're on the same.

One potential cause for this error is an incorrect format and mapping of the CSV file.

To fix this, ensure you've selected the accurate columns during the mapping stage; otherwise, QuickBooks won't be able to interpret the data properly. To simplify this process, consider the following steps:

Remove any unnecessary columns from your CSV to prevent confusion. The essential columns required by QuickBooks are:
1. Date
2. Description
3. Amount
Modify the column names in your CSV to align with the titles in QuickBooks.

Additionally, please take note that not all banks create their CSV files the same way, so you may need to make extra changes to get your transactions in.

Here's more detailed information that may help you identify why you received errors when uploading CSV format files in QBO: Common errors for importing bank transactions using CSV in QuickBooks Online

Moreover, once you've successfully gotten you bank transactions into QBO, check out these resources to help you review those transactions:

If you need more help with QuickBooks or fixing import errors, you can comment below, and we'll respond to you as soon as possible.

D

Drewppy

Hi and thank you for replying. The strange thing is that ~50% of the file is uploading properly while the other half is getting an error. This leads me to believe that is not a format error.

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