Question

I get this stupid message, "Darn. Upload failed. (probably our fault)" error while trying to import past transactions from credit card in csv format. Why?

Forum|Forum|3 years ago
February 20, 2023
2 replies
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QuickBooks Self-Employed

Hi, @enzo73. I'll ensure you can upload your CSV file successfully.

There may be an issue with the file format. Let's ensure your data follows the 3-column or 4-column format. The 3-column format has Date, Description, and Amount columns. See the screenshot below.

The 4-column format has Date, Description, Credit, and Debit columns.

Please take note that CSV files for credit card accounts may display transactions in reverse. For example, deposits may appear as negative amounts because paying your credit card reduces your balance.

Then, if you get the same error message when you upload, do the following:

Remove any zeros (0) from the file. Leave those cells blank.
Correct any transactions that display numbers in the Description column.
Remove the word "amount" if it appears in the Credit or Debit column header. They should only read "Credit" and "Debit" without the word "amount."
Make sure the dates are in one format. We recommend you use: dd/mm/yyyy.
Mac users must save the file as a Windows CSV file.
Some banks add the day of the week in the Date column (for example, 20/11/2018 TUE). You need to remove the day of the week. To do this, split the date and the day of the week into separate columns:
1. Open the CSV in Microsoft Excel.
2. Highlight the column that contains the date.
3. Go to Data then select Text to Columns.
4. Follow the onscreen steps and select the following:
  - Original data type: Delimited
  - Delimiters: Space
  - Column data format: General

You may also have too much accumulated historical data. Whenever you visit a website, it saves some information from the web page in its cache and cookies. These files allow the websites you visit most often to load faster. Not to worry, clearing them will do the trick.

First, let's try accessing your account through an incognito window to rule out the possibility of a webpage issue. You can refer to these shortcut keys to open an incognito window in all supported browsers:

Chrome: Ctrl+Shift+N
Firefox: Ctrl+Shift+P
Safari: Command+Shift+N

If the upload goes through, switch back to your regular browser. Then, clear its cache. This way, you can access QuickBooks with a clean slate. You can also use a different supported one.

Finally, review and categorize your transactions to put them in your accounts.

Be sure to keep in touch if you need more help with managing your bank feeds. We want to ensure this matter gets resolved. Have a good one, @enzo73!

E

enzo73Author

thank you for your reply. I tried the exact same upload method the day after and it worked fine. I believe there are bugs in the software which i s worrisome. Now the Amazon import process thru the LAB doesn't work. Super frustrating.

K

Kurt_M

I appreciate you for getting back in this thread, @enzo73. Let's get you through this to have your downloaded bank transactions available inside your QuickBooks Online (QBO) company.

Before doing so, when importing files inside the program, there are requirements that you need to know. Keep in mind that the maximum data size when uploading data inside QBO is 350 KB. In any case, the file you're trying to get into your company exceeds the given requirement, you'll want to shorten the date range, and download transactions in smaller batches. Doing this helps you avoid encountering any error message when performing the feat.

For more information about this, please see this article: Manually upload transactions into QuickBooks Online.

If the issue persists, you can reach out to our Customer Care Support Team. This way, a representative can check on your end and determine the root cause of the error. To contact, here's how:

Sign in to your QuickBooks Online company.
Click Help (?).
Select either tab to get started:

Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
- Start a chat with a support expert.
- Get a callback from the next available expert.

See this page to know about the support hours: QuickBooks Online Support.

In addition, here's an article to help you manage imported bank transactions inside QBO: Categorize and match online bank transactions in QuickBooks Online.

Also, here's an article to learn more about reconciling an account: Reconcile an account in QuickBooks Online.

Thanks for letting us know about this, @enzo73. Feel free to mention my name in the comment section below if you have any additional QuickBooks-related concerns. I'll make sure to get back to you right away. Take care, and have a nice day!