Question

Hello, I am attempting to import transactions via CSV but the file is being rejected. How can we remedy? These transactions are also CashApp transactions, if that helps.

Forum|Forum|5 years ago
March 6, 2021
3 replies
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Original commenter did not share additional details

QuickBooks Self-Employed

Thanks for posting here, ,

While the online banking integration for Cash App transactions is currently unavailable, you'll have to import the transactions manually. You can also use a third-party app to import the transactions in between.

To avoid any issues when importing bank entries, use a CSV file and map the transactions properly. The stepsbelow will guide you through the process.

Create the CSV file using any of these two worksheet format. See this:

Once done, import bank transactions using a spreadsheet. The steps are simple and easy, refer to them below:

Click the Gear icon and choose Imports.
For connected accounts, click the Import older transactions link . For accounts that are not yet connected for online banking, tap the import transactions link at the bottom.
Press Browse to find the CSV file of the bank entries.
After this, all the transactions will be listed at the bottom. Make sure to map the data correctly.
Press Continue then Done.

I'm adding a few related articles below to guide you further with the process:

Kindly update me with the result. I want to make sure the entries are imported and I'll be right here if you need anything else. Have a great rest of the day!

I

info-renaissanceAuthor

Thank you for replying!

This is very helpful, but I have a CSV file from CashApp. When I upload it, it only allows the first 4 years of transactions, but nothing from 2020. When I attempt to edit this file to only contain 2020 dates via Google Sheets, it is no longer accepted. Is there a step that I am missing or a way that I need to format CSV file?

I

info-renaissanceAuthor

Hello thank you for replying. I have obtained a CSV file from CashApp, but as I upload it to QB, only the first 4 years are gathered, excluding 2020. As I edit the CSV via Google Sheets (only containing 2020 dates), the file is not accepted by QB. Is there a step that I'm missing or a way to make this work?

C

ChristieAnn 11

Hi there, info-renaissance.

Thank you for coming back here to QuickBooks Community. I also appreciate you for sharing detailed information about what you've done and the result of this.

As mentioned above, you'll have to import the entries manually or use a third-party app to import the transactions since integration for Cash App transactions is currently unavailable. Since you've confirmed that you already edited the CSV via Google Sheets and if you already follow the proper mapping of entries shared above but the issue persists, I suggest contacting our QuickBooks Support Team. They have the tools to check your account and investigate the cause of the issue. They can also offer further help and share another step to ensure that you can import your entries in QuickBooks Self Employed.

Log in to your QBSE account and go to Assistant at the upper right corner.
Type your concern about importing transactions in the Type something field. You also have the option to enter Talk to a human.
Click the I still need a human.
Select your preferred support method: Message an agent (Live chat), or Get a callback. Keep in mind, some options are only available at certain times.
Finish the process.

For additional information on how you can contact them, you can click this article: Contact QuickBooks Self-Employed Support.

Please refer to this article to see steps on how you can enter sales income and expenses manually in QBSE: Manually add transactions in QuickBooks Self-Employed.

You can also check this article to see different information on how QBSE is designed to help you record your self-employed income and expenses, track mileage, and prepare your Schedule C: QuickBooks Self-Employed Overview.

Please note that you can always post again here in QuickBooks Community if you still have a further concern about transactions. I'm always here to help.

S

Stone007

I am experiencing the same issue with Cash App .csv files.
Once I’m able to upload the CSV file, QuickBooks then takes you through a series of questions. One of those questions asks how many columns show amounts in them.

There are three columns that show amounts, however, the drop-down window in QuickBooks only gives an option for one or two columns. So when I see all of these templates showing three or four columns I’m wondering how people get past that question where QuickBooks only offers an option of one or two columns??

T

TirzahC

I am here to share the CSV file column option in QuickBooks Self Employed, Stone007.

When exporting, download your transactions in a CSV file format. You can either use a 3-column or the 4-column template. To successfully bring the data, you can check it to ensure you can upload them seamlessly into the system. You can remove the description and then save the changes.

I'm adding a few related articles below to guide you further with the process:

Let me know how this goes importing your CSV files. I'm always around whenever you need help. Have a great rest of the day!

S

Stone007

Thank you. Whereas appreciate your response, I don’t understand why you gave the answer you gave.
Your solution is the very issue that’s the problem. I even included a screenshot. I’m not sure how you could suggest using a three or four column option when I thought I clearly stated that Quickbooks only asks about one or two columns. (Did you not see the photo attached?). My apologies if I sound snarky, but I’m not understanding how you answered my question with the very problem that I’m having. Any clarification is welcomed. Maybe I’m missing something. Hope so.

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