My bank transactions from the last 2 weeks in April won't upload directly from the bank or excel (.csv). How do I fix this?

We can troubleshoot importing bank transactions via CSV files into QuickBooks Online (QBO), dr-daniel.

Different banks have unique CSV formats that may not work with QBO. If your bank doesn't support CSV but offers Quicken (QFX), QuickBooks Online (QBO), or Microsoft Money (OFX) files, use these formats to import transactions over 90 days via Web Connect.

If CSV is available, it must follow either 3-column or 4-column formats for QBO, adhering to a specific order. Refer to the article for formatting instructions.: Format CSV files in Excel to get bank transactions into QuickBooks.

Ensure you select the correct columns during mapping, as QBO cannot process misaligned data. This will help optimize your CSV.

1. Remove any unnecessary columns to avoid confusion. The essential columns for QuickBooks are:
   1. Date
   2. Description
   3. Amount
2. Rename your CSV columns to match those in QuickBooks.

For additional guidance and common error resolution during CSV imports, check out: Common errors for importing bank transactions using CSV in QuickBooks Online.

Once your file is formatted correctly, proceed with the upload following the steps from the first linked article above.

Also, consider reviewing these articles to help with transaction categorization and account reconciliation in QBO: Categorize online bank transactions in QuickBooks Online

We're here to support you with any further questions or issues related to QuickBooks. Feel free to post a comment if you need additional assistance.