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May 21, 2018
Question

Upload transactions manually

  • May 21, 2018
  • 1 reply
  • 0 views

I'm trying to upload bank transactions manually through a csv. file but it keeps saying "invalid file format". Any thoughts?

 

Thank you!

    1 reply

    AlcaeusF
    May 21, 2018

    Good day, anamuller.

     

    I'm here to make sure you'll be able to upload bank transactions manually in QuickBooks Online.

     

    To successfully upload your bank transactions, you'll need to make sure you have downloaded the supported file type. Uploading transactions using the Comma-Separated Values (CSV) file requires additional mapping and is more prone to user error.

     

    You can visit this article for more information about the supported file types (scroll-down to Step 1):

     

    Upload more than 90 days of bank transactions through Web Connect.

     

    Let me know if you need additional assistance with uploading bank transactions and I'll be sure to get back to you. Have a great day ahead.