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R
raviecharles
May 4, 2019
Question

Cant Import csv files

  • May 4, 2019
  • 2 replies
  • 0 views

Hi,

 

I'm trying to import CSV files for my bank accounts but am unable to do so. For my National bank and PC Financial Mastercard, there is no response when I select the file. For TD Bank, it shows the transactions but when I click continue, it shows me an error.

 

Kindly help me solve this.

 

Thanks

 

Ravie

2 replies

R
RCV
May 6, 2019

Hi there, raviecharles.

 

We currently have an ongoing issue about unable to import CSV files into QuickBooks Self-Employed (QBSE). Our engineers are still investigating the cause of this issue.

 

While we are working on getting this resolved, I'd suggest contacting our QBSE Customer Support Team. They can add you to our notification list and you'll receive an email update for this one.

 

Here's how to reach them:

 

  1. Click Help (next to Assistant) menu on the upper right.
  2. Choose Contact us.
  3. Fill in Ask a question (or tell us what’s wrong).
  4. Select Continue.
  5. Choose Chat method to contact support.

For more options on how to contact QBSE Support, you can check out this article: Contact QuickBooks Self-Employed Support.

 

I'll keep an eye on the issue and will get back to you if there's an update.

K
kg13
December 29, 2019

Still not working for me. When I tried to get help they just referred me to an article where I wasted even more time trying to change things and make it work. This makes it sound as if it just doesn't work for quickbooks self-employed.... Can you just confirm this so I can move on and cancel my subscription? Also there is no way to get to the link to help as you describe above. It just sends to more articles that are of no use for this issue. 

    L
    LauraAB
    December 30, 2019

    Hello kg13,

     

    Getting the answers you need to determine if a product is the right fit for your business needs is an essential part of managing your books. In this case, getting in touch with the dedicated QuickBooks Self-Employed team will ensure that you're getting the most up-to-date information about the product and the proper steps for adding your files.

     

    Importing bank transactions is still available for QuickBooks Self-Employed, and you can review the steps here: Add older transactions to QuickBooks Self-Employed If you have trouble with the steps, I encourage you to reach out to support.

     

    The ways for getting in touch with QuickBooks Self-Employed support have changed from the ones given above. I encourage you to instead review the Contact QuickBooks Self-Employed Support article to see how to best reach the team.

     

    I hope that helps!

    C
    CBlue
    June 1, 2019

    ''The date format you chose doesn’t match the date format in the CSV file. Either select another format or correct the dates in the CSV file to continue.''

     

    I was having a very puzzling CSV import issue.

     

    [EDIT : I found the problem on my own and I am posting the solution in order to help other people facing a similar issue.]

     

    SOLUTION : look carefully at your entire data set. The list of rows may be quite long (several hundreds of rows of transactions). Some rows inside your CSV sheet might be missing a single Date. 

     

    In my case : 2 rows deep inside my data set were missing a Date ex. dd-mm-yyyy (this was because they were initially coming from a SPLIT expense/transaction imported from my old Quicken Home and Business data file!)

    .............

    Description of initial problem: 

    Even tough I successfully imported several CSV files (5 or 6) into various Quickbooks Online accounts (ex. Savings, Chequing data sets) all of a sudden when I try to import a CSV file into a RBC VISA account, the QB system tells me the Date format is wrong.

     

    I used the same Date format as in all my previous files. To see if there was a temporary glitch, I attempted all the following:

    - I refreshed the software page and retried

    - I resaved my Excel data set into a new fresh CVS file (to avoid possible file corruption)

    - I tried different CSV formats (regular CSV for Windows and and CSV UTF-8);

    - I tried different date formats : dd/mm/yyyy or dd-mm-yyyy etc

    - I tried a regional date format starting with * asterisk  ex. *dd-mm-yyyy

    - I even tried using a web browser to import the data set, instead of QB windows software, ---- nothing works!

     

    What am i missing?

     

     

    G
    GlinetteC
    June 3, 2019

    There is an on-going investigation with regards to importing CSV files, CBlue.

     

    Our product engineers are now investigating to check the root cause of the issue so they can look for a permanent fix. I'd encourage you to give us a call so they can add your company file to the lists of affected users.

     

    Here's how:

    1. Click Help icon in the upper-right corner of the screen.
    2. Choose Contact us.
    3. Enter a brief description of your concern, then click Let's talk.
    4. Choose Get a callback.​

    I'll make sure to keep you updated once I'll receive progress about this investigation.

     

    It'll be my pleasure to help if you have other concerns.

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