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candice-fp-gmail
August 7, 2023
Question

I can't upload my csv document. I definitely have the 3 required columns and have formatted the file correctly, why?

  • August 7, 2023
  • 3 replies
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Original commenter did not share additional details

3 replies

JenoP
JenoP
August 7, 2023

Hi there, candice.

 

Can you tell us what happens when you tried to upload the CSV file? Are you getting an error message?  We're asking these questions to make sure that we give you the right steps and information to resolve the issue.

 

Please reply back to us to share more details. We look forward to it. 

candice-fp-gmailAuthor
August 7, 2023

Hi, it literally says: Your file does not contain the three required columns: transaction date, memo and amount. 

I can 100% guarantee that there are 3 columns. I have removed all special characters and ensured that the amounts column is formatted to General and that the date format is correct.

FateCandylaneT
August 7, 2023

Thanks for the follow-up details you've shared today, candice. I've come to provide insights to help you import CSV files in QuickBooks Online.

 

If you're using the three (3) column format on your CSV document, you can manually review the payment amounts that are negative and for the deposits without a negative sign. However, if you're using the four (4) columns, place the payment under Credit and deposit under Debit. You'll need to confirm you've entered and modified this information accurately to ensure the credibility of the file to upload in QuickBooks. Thus, you'll need to review its details during the mapping and formatting stage. You can refer to this guide for more detailed insights: Common errors for importing bank transactions using CSV.

 

I've also added a screenshot for visual reference.

 

 

Moreover, I'm sharing this guide to help you review your downloaded bank transactions: Categorise and match online bank transactions in QuickBooks Online.

 

You're always welcome to leave a reply in this thread if you require further assistance importing transactions with CSV files. We'll be around to get you covered. Have a good one!

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