Skip to main content
July 31, 2021
Question

DATA UPLOAD FAILED

  • July 31, 2021
  • 1 reply
  • 0 views

On uploading csv file to bank upload all the checks complete successfully but the information is not logged in expenses.

Help please

1 reply

July 31, 2021

Thanks for visiting the Community, bruceplant.


Let me guide you on the right path to ensure your imported checks are logged as expenses.


The data QuickBooks receive depends on the CSV file you uploaded from your bank. Thus, I recommend checking the mapping of the entries before importing them into the online program.  


This is to ensure they’re recorded to the correct transaction type. Let me share this article for more details: Manually upload transactions into QuickBooks Online.
This resource will guide you on how to get your bank data, review the file format, classify the transactions, and manually upload them.


Additionally, this link contains solutions on how to fix the following: Common errors for importing bank transactions using CSV.


Feel free to post a comment below if you need help with importing your banking data. I’ll be glad to assist further. Have a great week ahead.