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simon-wakeford
September 28, 2021
Question

I have a small file with a single transaction file to import into the bank. The date is recognised during the import config, but QBO does not recognise it when importing

  • September 28, 2021
  • 2 replies
  • 0 views
At import stage, I get the red exclamation mark and no date is shown. Have tried with .txt and .CSV formats and there are no extraneous characters in the file. Any suggestions welcome.

2 replies

AlexV
AlexV
September 28, 2021

Hi simon-wakeford!

 

Thanks for reaching out to us. Let me help you in importing the bank transactions.

 

When you manually upload transactions, you'll want to ensure that the date format in the file matches with QuickBooks Online when you do the mapping. This could be the reason why you received an alert. In addition to that, make sure that the fields match the columns of your file so that the system will be able to scan the right data.

 

 

You can check these articles. These further explain how to format the file and fix manual import issues:

 

Once done, you can now categorise and match the downloaded transaction.

 

Leave a comment below if you have other concerns. Take care!

Fiat Lux - ASIA
Fiat Lux - ASIA
September 29, 2021

@simon-wakeford 

Utilize the trial version of this converter app to get a QBO file.

https://www.moneythumb.com/?ref=110

 

 

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