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Alice Lodge
September 13, 2024
Solved

CSV file debits show as zero (cooperative bank)

  • September 13, 2024
  • 1 reply
  • 0 views

Hello,

 

I am importing some transaction and these are the steps I have taken:

 

1. Downloaded CSV file

2. Uploaded them to QB and it worked fine

3. Realised that all the debits show as zero (credits are fine)

4. Went back into the CSV and formatted the columns to say CREDIT and DEBIT instead of MONEY IN and MONEY OUT

5. Saved as a new CSV

6. Now QB won't let me upload the newly saved CSV file. Error code:

Darn. File upload failed.

 
Please see attached the two formats I tried. 
 
What can I do?
Best answer by payment after leaving

Hi Alice Lodge Thanks for reaching out to us here on the Community. I presume you mean the credit amounts show as zero having viewed the image you posted. It appears from the second image that you have formatted the CSV correctly, only 4 columns, however in the event that the image isn't showing other columns you may have included I'd be grateful if you can delete them and ensure that you only have 4 columns and save the file again, in accordance with the following article and then attempt to upload the file again: https://intuit.me/3XFEx3v

1 reply

A
Alice LodgeAuthor
September 13, 2024

These are the two formats I have tried

 

P
payment after leavingAnswer
September 13, 2024

Hi Alice Lodge Thanks for reaching out to us here on the Community. I presume you mean the credit amounts show as zero having viewed the image you posted. It appears from the second image that you have formatted the CSV correctly, only 4 columns, however in the event that the image isn't showing other columns you may have included I'd be grateful if you can delete them and ensure that you only have 4 columns and save the file again, in accordance with the following article and then attempt to upload the file again: https://intuit.me/3XFEx3v

A
Alice LodgeAuthor
September 16, 2024

Thank you, John! That is correct. I have formatted it with only four columns as you have seen attached and QB won't let me upload the CSV file. Any other ideas?

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