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A
accounting387
June 22, 2020
Question

I uploaded a csv file with bank transactions, I keep getting "Your file does not contain the three required columns: transaction date, memo and amount" but it does, why?

  • June 22, 2020
  • 1 reply
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Original commenter did not share additional details

    1 reply

    J
    JonpriL
    June 22, 2020

    Hello @accounting387,

     

    You can consider manually editing the CSV file of your bank transactions base on the following required columns so you can upload it successfully. You can read through this article to learn more: Import Bank Transactions using Excel CSV Files.

    Lastly, I've also included this helpful article that'll guide you in categorizing your bank transactions: Download, Match, and Categorize your Bank Transactions in QuickBooks Online.

     

    You can always click the Reply button and leave a comment below if you have any other concerns. I'll be always around ready to help.

    A
    accounting387Author
    June 23, 2020

    Hi, Thanks for your reply.

    I have checked all columns headers, and i have selected a single line of bank transactions with absolutely no special characters, still the same message.

    I have tried all formats of numbers, dates, langage.

    I am using Quickbooks online with my macbook. Maybe the csv conversion file is not correct. One of the articles you sent mentioned a "windows csv file", but it does not appear in the list of files I can use from my Excel on Mac version. Anyway i have tried all csv and txt files i could, none is working.

    What can I do? Try from a PC?

    Why can't we use Excel files like for all other imports in Quickbooks? Is there a plan to authorize Excel files for bank transactions soon?

     

    R
    RaymondJayO
    June 23, 2020

    I appreciate you for sharing follow-up details about your concern, @accounting387. I'll provide the two alternative methods to help you fix the error. This way, you can bring in your transactions to the software. 

     

    Right now, the recommended method when importing bank transactions for Mac users is saving the file as Windows CSV. That may be the reason you're still getting an error after trying all the conversion files. Also, we're unable to confirm if there's a plan to authorize Excel files for bank transactions using a Mac computer. 

     

    Yes, your suggestion can help you get rid of the error. First, you can use a PC to save your file as Windows CSV. That way, you'll be able to manually upload the transactions to the software. 

     

    Second, you can also use the other supported file types. These are QuickBooks Online (QBO) and Quicken (QFX). Just go back to your bank's website if they support these file types. 

     

    You can always visit this website: Fix Bank Upload Errors In QBO. It lists all the errors when importing bank transactions to QuickBooks and the steps on how to resolve them. 

     

    Once imported, let's go to the For Review tab to assign and categorize your bank transactions. Also, you can match them to the existing entries in the system. It helps ensure your financial records are accurate in the program. To learn more about this process, visit this article: Categorizing Bank Transactions. 

     

    I'll lend a helping hand if you need anything else. Take care always, @accounting387.

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