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Naomi_Lange
May 1, 2020
Solved

Can someone please explain why I am suddenly unable to upload CSV files downloaded and formatted from PayPal? I've followed instructions, removed special characters, etc.

  • May 1, 2020
  • 2 replies
  • 0 views
Original commenter did not share additional details
Best answer by AileneA

Hi there, @Naomi_Lange. 

 

Thank you for reaching out to the Community. Before we dive in with an accurate solution, did you encounter error upon uploading CSV files?  

 

Some importing files has there own set of format. We need to ensure we verify this requirements to prevent any error issues when importing your CSV data.  

 

Also, we can start refreshing your browser to import them within QuickBooks Online. Click the Reload icon or press F5 on your keyboard. It could be that the error is caused by a full cache on our browser. 

 

Let's try to fix it out by following the recommendation below:

 

  • Use a different browser like Google Chrome, Mozilla, Microsoft Edge, and Safari. Then, try to import them in your QBO account again. It's a way to verify if the error is caused by having too much data in our browser.
  • If everything works fine, that would be the time that we can clear the cache to help QuickBooks run better on your computer. 
  • The other option is to use the supported browser in QBO. 

 

Once done, let go back and try to import CSV file from PayPal. Let me show you how: 

 

  1. Select Banking from the left navigation bar, then click File Upload.
  2. On the File Upload page, click Browse.
  3. Choose the appropriate .CSV file then click Next.
  4. From the QuickBooks Account drop-down, select the appropriate bank account you want to import your transactions to, then click Next.
  5. Map the statement fields according to your .CSV file's format.
  6. Then, map the Debit and Credit fields. Debit field in QuickBooks mean money out and Credit for money in. When you are ready, click Next.
  7. If you'd like to exclude any transactions, untick the checkbox next to those transactions, then click Next.
  8. Click Yes to import transactions. 

For detailed steps and some tips before you begin importing, check this out: Import bank transactions from .CSV to QuickBooks. 

 

Please know that the Community is always here to help you out. Just click the Reply button, and I'll get back to you. Have a great day!

2 replies

A
AileneAAnswer
May 2, 2020

Hi there, @Naomi_Lange. 

 

Thank you for reaching out to the Community. Before we dive in with an accurate solution, did you encounter error upon uploading CSV files?  

 

Some importing files has there own set of format. We need to ensure we verify this requirements to prevent any error issues when importing your CSV data.  

 

Also, we can start refreshing your browser to import them within QuickBooks Online. Click the Reload icon or press F5 on your keyboard. It could be that the error is caused by a full cache on our browser. 

 

Let's try to fix it out by following the recommendation below:

 

  • Use a different browser like Google Chrome, Mozilla, Microsoft Edge, and Safari. Then, try to import them in your QBO account again. It's a way to verify if the error is caused by having too much data in our browser.
  • If everything works fine, that would be the time that we can clear the cache to help QuickBooks run better on your computer. 
  • The other option is to use the supported browser in QBO. 

 

Once done, let go back and try to import CSV file from PayPal. Let me show you how: 

 

  1. Select Banking from the left navigation bar, then click File Upload.
  2. On the File Upload page, click Browse.
  3. Choose the appropriate .CSV file then click Next.
  4. From the QuickBooks Account drop-down, select the appropriate bank account you want to import your transactions to, then click Next.
  5. Map the statement fields according to your .CSV file's format.
  6. Then, map the Debit and Credit fields. Debit field in QuickBooks mean money out and Credit for money in. When you are ready, click Next.
  7. If you'd like to exclude any transactions, untick the checkbox next to those transactions, then click Next.
  8. Click Yes to import transactions. 

For detailed steps and some tips before you begin importing, check this out: Import bank transactions from .CSV to QuickBooks. 

 

Please know that the Community is always here to help you out. Just click the Reply button, and I'll get back to you. Have a great day!

N
Naomi_LangeAuthor
May 20, 2020

Thank you for your reply. 

 

I have tried what you recommended and the issue still persists. I do not have this issue with uploading CSV files exported (then manually formatted) from Stripe, GoCardless or our bank, CAF Bank. The issue only occurs with PayPal transactions. 

 

I have not set up an automatic feed from PayPal because we accept payments in multiple currencies and QBO doesn't support multiple currency in this way. Am I the only one that has come across this issue? 

 

Thanks again for your reply. 

 

The ONLY solution that has been found is to copy and paste each individual cell into a new .csv file. This is entirely unsustainable based on the number of donations we receive. I'm won

JoesemM
JoesemM
May 20, 2020

Thanks for getting back to us, @Naomi_Lange.

 

Since none of the recommended steps work's for you, I'd suggest giving us a quick call. Our dedicated team can securely access your account and has the necessary tools to double-check what's causing this to happen. 

 

Here's how:

 

  1. Log in to your QuickBooks Online account.
  2. Click the Help icon located in the upper right-hand corner.
  3. In the Help window, click the Contact Us button located at the bottom.
  4. Enter your question and click Let's talk.
  5. Select Start messaging or Get a callback.

 

You can also copy the link of this thread in the address bar above and give it to our specialists. This way, there isn't a need to re-explain the situation. 

 

Just a heads up, we have limited staffing and have reduced support hours to 6 AM-6 PM PT Monday-Friday due to COVID-19. We will resume normal hours as soon as possible.

 

If you have any additional questions, please feel free to reach out to me here in the Community. I'm always here to help. Take good care.

 

 

Fiat Lux - ASIA
Fiat Lux - ASIA
May 2, 2020

@Naomi_Lange 

Try open your CSV file, save as XLS, and close the file. Then reopen the XLS file, save as CSV, and close it. Try again to import the CSV file into QBO. 

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