Skip to main content
October 19, 2020
Question

"I am struggling to import the old transactions even after downloading them as csv files they say upload failed, any help would be great.

  • October 19, 2020
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

KlentB
October 19, 2020

I can share some tips on how you can bring in your bank transactions, info1337.

 

To successfully import your bank transactions, please make sure that your CSV file is formatted correctly. You can check the pointers that I've listed below:

 

  • Standardize the date format to a single format (for example, dd/mm/yyyy).
  • Remove the word amount if it appears in the Amount column.
  • Remove zeroes (0) from the file and leave those cells blank.
  • Correct any transactions that display numbers or special characters in the Description column.
  • Mac users must save the file as a Windows CSV file.

Alternatively, you can perform some basic troubleshooting steps to fix the issue. It could be that the stored temporary internet file is the reason why you're unable to upload your bank transactions. You can start by accessing your QuickBooks account in a private/incognito browsing window. Doing this process will help identify if it's a browser-related issue since this mode doesn't save cache and cookies. Feel free to use the shortcut keys below:
 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox and Microsoft Edge: Ctrl + Shift + P
  • Safari 11 or newer: ⌘ + Shift + N

Once you're in, please import the CSV file again. If working well, you'll have to go back to your regular browser then initiate a clear cache to get rid of accumulated junk files. You may also use other supported browsers to further isolate this issue. It's possible that the one you're currently working on may have a temporary issue with QuickBooks. Utilizing a different one in the meantime will help you get back to work.

 

Additionally, here's an article that you can read to help manage your downloaded bank transactions in QuickBooks Self-Employed:

 

I'll be right here to continue helping if you have any other concerns or additional questions. Stay safe and healthy.

January 14, 2021

Hi KlentB

 

I am trying to upload a CSV file from Monzo. I have already uploaded statements using exactly the same process with success but keeps failing to upload the last file I have and gives me the 'Darn, file upload failed (Probably our fault).... please contact a member of the team'.

 

Can you help atal? I've tried everything from this thread and any other tread I can find on the error message with no luck. Thanks!

 

Thanks

 

Chris 

 

 

January 14, 2021

Hi Chris, Is it a file from numbers or excel? Can we ask you to right-click on the date column and format cell and select the right date range and save. To remove any columns other than date description and amount(money in and out) and save and then try and upload again.Let us know if that works for you.