Cannot upload a file. the QB date format does not match the Excel date format , QB will not accept

Hi @manymaples15 

Importing excel files helps reduce time recording. It is a great tool by QBO to help any business get their books done.

I just want to make sure that all steps have been followed before we troubleshoot more.

Before you can start to import your file, you'll need to install the QuickBooks Import Excel and CSV toolkit. Here's how:

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

These articles contain detailed steps on how you can import the data successfully: https://quickbooks.intuit.com/community/Getting-Started/Import-export-CSV-files/m-p/201366 and https://quickbooks.intuit.com/community/Getting-Started/Import-export-overview/m-p/203723.

Kind regards,

Noelia

@manymaples15 

What kind of transaction data do yo need to import? Bank statement or else?

Hello manymaples15,

It's been a while since your last post to the QuickBooks Community and I hope you've been well! I want to make sure you have the correct information for importing your Excel files into QuickBooks Online, and I can absolutely help you with this.

When importing files into QuickBooks Online, it's important to match the formatting that QuickBooks asks for. You can do this by opening and editing your Excel file to match the options available. You can even try changing the date format that's the default for your QuickBooks Online setup by going to the Gear icon, choosing Account and settings, selecting Advanced, and then clicking the Other preferences section. Keep in mind that if your Excel file has a date format that QuickBooks doesn't accept, then you'll need to change the file.

Some upload processes also have specific date options that may be separate from even what you've set as the default in your settings. Usually these are seen during the upload process and then you change your file accordingly. The resources already provided on this thread are for QuickBooks Desktop US, so for QuickBooks Online Canada, please use the following links to learn more about importing.

• Common questions about importing data to QuickBooks Online

• Format CSV files in Excel to get bank transactions into QuickBooks

Give those a go and let me know if you have further questions or need an extra hand.

If you'd rather not have to reformat your Excel file, you can consider third-party import options available through the Apps tab. Select that tab in the left menu of your account and then use the search bar to research apps that can import different sets of data for you.

Wishing you the best with this!