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NJNewbee
February 10, 2025
Question

Missing JAN- FEB 15 2024 bank data after my initial "Link Accounts" transfer

  • February 10, 2025
  • 1 reply
  • 0 views

Thanks. (See attached):

 

I've concluded this issue may be on the bank's side during my initial "Link Accounts" transfer, and I'm looking to approach a viable workaround.  I have CSV formatted data to cover the JAN- FEB 15 2024 gap, but when I attempt to import a chunk of transactions, I get the following:

 

Error Message in Tools/Import process: "We can’t upload everything from your file. Some info may be missing from your file. Double-check that your file is complete and try uploading again."

 

Remedial Steps Taken: (Note: I'm 23 years IT support with heavy data management) so I know the usual culprits with "dirty data" - (hidden spaces, corrupted fonts, date formats etc.) - suffice to say I've tried scrubbing/sanitizing the data. Date format I'm choosing is dd/mm/yyyy.  I've also tried keying in a missing (JAN 1, 2024) transaction as a test manually via "New Transaction" and while it appears to work, the data doesn't appear in my transactions. 🤔 🤔

 

 Question(s): 

 

1) Any idea what may be causing the dates to trigger the errors shown?

2) Is there any other way (App or other method) to import the data 

3) I exported a CSV file containing all the business-revised edits I did yesterday. Would it be possible to a) amend that file with the missing data, b) remove all the current transactions from QO, and c) "start over" by importing that amended CSV file back into the system?  If yes, are there any known land mines with that approach?

 

Thanks again.

1 reply

J
JeveeAdvin__la
February 10, 2025

Welcome to the Community, NJNewbee.

Thank you for the detailed information and the effort to resolve this matter. The error message appears when the CSV file you uploaded is not mapped correctly. Let's go through the step by step process to ensure that your bank transactions are imported properly.

 

 

The error message occurs if the CSV data has been mapped incorrectly. To fix this, ensure all data is correctly placed in designated columns and that your file uses a three-column or four-column layout, as these are the formats QuickBooks can process: Format CSV files in Excel to get bank transactions into QuickBooks.

 

Additionally, aside from CSV (Comma Separated Values) file, yes we can use another method like Google Sheets, or an XLS/XLSX file to import information to QuickBooks Online. Here's some info about the different formats:

 

  • CSV file: A common file format used for text files that contain tabular data. In CSV files, each field of text is separated by a comma, semicolon, or other special character.
  • XLS/XLSX file: It is the file format of Microsoft Excel 1997-2003. Microsoft Excel 2007 and newer use the XLSX file format.
  • Google Sheets: A cloud-based spreadsheet created in Google Drive.

 

Moreover, yes, it's possible to amend the file with the missing data and the transactions can only be removed manually in QuickBooks Online (QBO). I recommend consulting with an accountant for more expert help in removing those entries. Then, after all transactions are removed from the system, we can upload the file to start over.

 

However, if the error persists even after following the process above, I'd recommend reaching out to our support team as they have the necessary tools to securely access your account to ensure that you can successfully import your transactions. Here's how:

 

1. Log into your QuickBooks Online account.

2. Click on the Help button located at the top of the page.

3. Navigate to the Search tab, enter your query, and press enter on your keyboard.

4. Select Contact Us.

5. Under the Callback option, click on the Have us call you button to input your details.

6. Finally, choose Get a Call to receive a callback from support.

 

 

For your future reference on how to categorize and reconcile your transactions in QBO, refer to these articles below:

 

Before we wrap up, I suggest you explore QuickBooks Live Bookkeeping to streamline your accounting, maintain precise financial records, and access professional support. This could free up valuable time, allowing you to concentrate on expanding your business.

 

Importing transactions into QBO can help streamline your business operations. If you have any more questions about this process, please feel free to reach out again. We're here to provide any assistance you need. Have a nice one.

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