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December 4, 2023
Question

Bank transactions not appearing in Quickbooks self employed

  • December 4, 2023
  • 1 reply
  • 0 views

I'm trying to link up an account I have previously linked up. Not getting any error messages but seem to be stuck in a loop of entering my login info and then being sent back to the login screen to re-enter info over and over again. I have also tried downloading csv file from my bank for the missing dates of transactions (everything from June to November this year) but I just get a message saying...

Error Importing
Darn. File upload failed. (Probably our fault.) Please give it another try. If you see this message again, you might need to contact us.

Is there any advice anyone can give about formatting for csv files? Also how do I actually contact anyone from Quickbooks to ask about this. Presume it's not the sales number?

1 reply

December 4, 2023

Hello Alex_cissokho, thanks for posting on the Community page, the format for the csv file has to be like this. You can reach out on our chat support and do a screenshare with the agent for them to look more into this for you.