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aramandi
December 28, 2022
Question

Uploading Credit Card transaction from file into QBOA

  • December 28, 2022
  • 1 reply
  • 0 views

Dear QBO team,

My name is Abb.

I'm new to QBOA application.

We are currently exploring QBOA for our Treasurer Volunteer base base.

We have over 100+ Volunteers acting as Treasures in US, Canada and across the world.

 

I'm trying to upload few test Credit Card transaction into our QBOA application and getting below QBO error message. Note: I was able successfully upload 1 transactions few days back successfully. But for some reason I no longer able to upload successfully. I reviewed several QBO documents, instructions and tried few tips and documents related to this issue but still unable to upload my CC transaction file with a .csf file format to our QBOA application.

 Here is the error message I'm getting:

“We can’t upload everything from your file

Some info may be missing from your file. Double-check that your file is complete and try uploading again”

 

Thanks for your assistance.

Abb.

[email address removed]

1 reply

JoesemM
JoesemM
December 28, 2022

Welcome to the Community space, @aramandi.

 

Let me help share the steps on how to successfully upload your credit card transactions and get rid of the error message you received.

 

You may encounter this error message when your file format is incorrect. Your bank may offer a few file formats, but if possible choose QuickBooks Online data (QBO) format. These are formatted specifically for QuickBooks Online or upload transactions from a CSV.

 

Please note that the maximum file size is 350 KB. If the file exceeds the limit, shorten the date range and download transactions in smaller batches. To know more about how you can check the format, check out this link: Format CSV files in Excel to get bank transactions into QuickBooks.

 

Also, when importing your bank transactions, there are certain factors to consider:

 

  • Make sure the file is in a CSV (comma-separated values) format.
  • Ensure to save your data as a CSV or Comma delimited.
  • Check if the file has blank lines if it does delete them.
  • Please make sure to select the column header labels (from the dropdowns) that match the column header labels in your CSV file.
  • Your CSV file should contain the following information: Date, Description, and Amount.

 

Check out the additional pointers below that will guide you in reformatting your CSV file:

 

  • 0's are not allowed anywhere in the file, e.g Rs. 0 should be left blank
  • Commas for thousands are not allowed either e.g 2,111 should be 2111
  • Other special characters such as #, %, and & are not allowed
  • Correct any transactions with the amount showing in the description column

 

Once verified, you can re-import your transactions following the correct format. 

 

Here's how:

 

  1. Go to the Banking menu.
  2. Select the blue tile for the account you want to upload the transactions into.
  3. Click the Link account drop-down and then Upload from file.
  4. Click Browse or select files and then select the file you downloaded from your bank. Then select Next or Continue.
  5. In the QuickBooks account drop-down, select the account you want to upload the transactions into. Then select Next.
  6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Next.
  7. Select the transactions you would like to import. Then select Next.
  8. Select Yes.
  9. When you're ready, select Let's go.

 

Once imported, you'll have to review and/or match your transactions to the existing entries in QuickBooks. This is to make sure your data is accurate. For the step-by-step guide, you can refer to this article: Categorise online bank transactions in QuickBooks Online.

 

Additionally, you can use these references on how to fix importing errors and find missing transactions in QuickBooks:

 

 

In case you have other inquiries or banking concerns, let me know in the comments below. I’ll be around to back you up.

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