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October 11, 2023
Question

I am trying to upload a csv bank statement but when I do QB isn't recognising some the data in the description column. I have set the format to general. please help

  • October 11, 2023
  • 1 reply
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I have made sure that my description column doesn't include any special characters and is formatted to general, but QB isn't recognising some of my text descriptions.  Can anyone help?

1 reply

October 11, 2023

We're thrilled to have you join our Community! Thank you for reaching out and sharing your concern regarding uploading a CSV bank statement in QuickBooks Online (QBO).

 

We understand the importance of using the program seamlessly, and we appreciate your efforts in troubleshooting to resolve this issue and get back on track. Special characters in the bank description may be causing the program to not recognize the file. We recommend reviewing the CSV file again using the Ctrl-H keyboard shortcut. This will allow you to easily find and replace any special characters that may have been overlooked.

 

Moreover, a great tip to check for formatting issues is to highlight the content of your CSV file and copy it straight into a blank spreadsheet. This may reveal something you haven’t seen before, which you can correct to upload the file.

 

Additionally, you can check out this article for some helpful tips when experiencing difficulties importing your file into the program: Common errors for importing bank transactions using CSV.

 

Feel free to keep this reference to learn how to check the format of the CSV file you got from your bank to upload transactions to QuickBooks: Format CSV files in Excel to get bank transactions into QuickBooks.

 

You can also visit these resources moving forward to help you handle bank transactions in QuickBooks Online:

 

 

Please don't hesitate to reach out if you have any further questions about importing files in QuickBooks or need additional assistance with other challenges by clicking the Reply button below or starting a new thread. We'll be more than happy to assist you. Have a successful year!