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N
nadworks
August 4, 2019
Question

field errors without hint about reason

  • August 4, 2019
  • 1 reply
  • 0 views
Just imported a list of customers from my previous accounting software and I used your template to create the CSV. However after import it tells me: "We’re sorry. We can’t import all your data just yet. Please correct the issues shown in red in the table, and then click Import again." There were a few boxes marked red, but nothing would help me to figure out why they were rejected and there was nothing obviously wrong. Same happened when I set up my account and entered my phone number. The number I entered was rejected with "please use the correct format". However nowhere was I shown what the correct format is. Have your UX people not checked for things like this? Have your developers not thought about adding context to each error to help people correct field errors? I kind-of expected more. More importantly: how can I make corrections now?

1 reply

J
JanyRoseB
August 4, 2019

Hi, @nadworks.

 

I appreciate you for posting your experience here in the Community. Helping you from importing transaction lists using CSV template in QuickBooks Online (QBO) is my priority.

 

I've checked our investigation list, by we haven't received any similar reports about this issue. When importing CSV format, you need to install the QuickBooks Import Excel and CSV toolkit. The toolkit contains: 

  • Import from Excel and CSV Manual – a PDF document with instructions, best practices and notes.
  • CSV Examples Folder – 4 sample CSV files, one for each type of list.
  • XLS Example Folder – a sample Excel file containing 4 worksheets, one for each type of list.
  • Allowed fields – a reference guide explaining what fields are available for Excel and CSV import.

To install the QuickBooks Import Excel and CSV toolkit, here's how:

  1. Open the file download window for the toolkit, then select Save.
  2. Go to your Windows Desktop, then select Save.
  3. Double-click QuickBooks_Import_Excel_and_CSV.exe on your Windows desktop to open the WinZip Self-Extractor window.
  4. Select Browse, choose the folder where you want to install the toolkit (such as your Desktop), then OK.
  5. Select Unzip to extract the contents, and then click Close to close the WinZip Self-Extractor window.
  6. Open the QuickBooks Import Excel and CSV folder from the location you selected in step 4.

You may also check this article to learn more about the import/export overview in QuickBooks:

Also, finding new ways to adapt to our customers’ needs is how QuickBooks gets even better.  I'll make sure to take note of your feedback about the error you're getting. 

 

This should get you on the right track! Please know that I'm just a post away if you have additional questions about importing transactions. I'm always here to help. Have a good one. 

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