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K
knormally
September 7, 2024
Question

Should a csv of downloaded transactions from QB Solopreneur be able to upload to QB Self-Employed?

  • September 7, 2024
  • 1 reply
  • 0 views
I'm migrating back to QB Self-Employed from Solopreneur. I have exported transactions from Solopreneur to a csv, but I'm getting the following upload error:

Error Importing
Darn. File upload failed. (Probably our fault.) Please give it another try...

I see the same error when I try to upload any csv, not just the one I've exported from Solopreneur.

All of the csvs I've tried uploading to Self-Employed -- including one that I had previously successfully uploaded to Solopreneur -- turn up the same error.

What gives?

1 reply

J
JanbonN
September 7, 2024

Hello there, @knormally. I'm here to help you successfully import your transaction in QuickBooks Self-Employed (QBSE).

 

A possible reason for the error you received is because of an incorrect template format.

 

If you're importing bank transactions, you need to use the 3-column or 4-column format. Please refer to this article for more details: Format CSV files in Excel to get bank transactions into QuickBooks.

 

On the other hand, if you’re importing sales and expense transactions, ensure your file is in CSV format with the appropriate headings.

 

Once you’ve confirmed that everything is in order, please log into your QBO account using an incognito or private browser window. This approach helps you start with a clean slate. Here are the keyboard shortcuts for different browsers:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + N
  • Safari: Command + Shift + N

 

Then, import your transactions again. If it's successful, clear your browser's cache to remove specific issues and help the program run efficiently. Also, you can use other devices and supported browsers to ensure everything works as expected. 

 

Additionally, you can refer to this article about organizing your transactions: Categorize transactions in QuickBooks Self-Employed.

 

Let us know if you have other concerns with uploading your transaction to QBSE. We're here to help you in any way we can.

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