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Chloe1
August 15, 2018
Question

Trouble uploading a CSV file

  • August 15, 2018
  • 1 reply
  • 0 views

I have an error alert and am unable to upload there CSV file.  It states to delete blank columns and try again but I am not sure what I am being asked to action.

    1 reply

    A
    Anonymous
    August 15, 2018

    Hi Chloe1,

     

    Thank you for contacting the Community.

     

    When you upload a CSV file to QuickBooks you need a maximum of four columns. You should have a column for Date, Description, Money In and Money Out (you can merge the money in and out into one column depending on your bank). Please also remove any commas, symbols or blank columns/rows.

     

    Please let me know if there is anything else I can help with. :)

    C
    Chloe1Author
    August 15, 2018

    Thank you for your quick response.

     
    I have downloaded from HSBC online banking.  Its definitely a CSV file with the following columns - Date, Type, Merchant/Description, Debit/Credit, Balance.  5 columns total.  Do I need to delete one?
     
    There are also quite a few rows with *********************** in the description, do these need to be deleted even though they have debit/credit against them?
     
    Thanks,
    JamesC
    JamesC
    August 15, 2018

    Hi Chloe1,

     

    You can remove the Type column, as i presume it says "DD" and other such abbreviations?

     

    Regarding the rows with ****** in the description (Try expanding these columns in excel, it may then show) - if not, these are still likely going to be valid transactions, even without a valid description. Compare to your bank statement when you're confirming them into your books but i would say yes, you need to keep the rows with credit/debit against them as they will affect your balance.

     

    You can always exclude any that you add in incorrectly from within the banking screen.

     

    Thanks,

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