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cuttingroom-ouim
January 2, 2022
Question

Does anyone know how to overcome the issue of'missing info' when manually uploading bank data? Some transactions are accepted but majority have a red exclamation mark

  • January 2, 2022
  • 1 reply
  • 0 views
I have to upload manually as I need to bring in data that is more than 12 months ago. I cleaned up the data and ran a sample test to qb to check I had the correct fields and headers. Everything was fine, however, once I upload the actual data, some transactions are accepted but most contain a red error message says that 'something is missing from the file? I have tried with a smaller amount of transaction but the same error message appears. Is this common? and if so how do i fix it? Thanks

1 reply

katherinejoyceO
katherinejoyceO
January 3, 2022

Hi there, @cuttingroom-ouim.

 

Thanks for sharing detailed information about your concerns. The issue you've encountered appears when QuickBooks is unable to read the data you've uploaded due to incorrect mapping. 

 

To resolve this, ensure you have chosen the correct columns in the mapping stage. To make it easier, delete columns you do not need from your CSV to avoid any confusion. The columns that are only required by QuickBooks are:

 

  • Date
  • Description
  • Amount

 

Then, change the names of the columns in your CSV to match the titles in QuickBooks.

 

For additional insights, you can check out this link to learn more about formatting CSV files in Excel to get bank transactions into QuickBooks. 

 

Let me know again if you have an additional concern about anything else in QuickBooks. Take care!

C
cuttingroom-ouimAuthor
January 3, 2022

Hi Katherine, 

Thanks for the suggestions.  I had already taken all the steps you have suggested.  I even tested a small sample to ensure the correct number of coloumns were used and that all numerical data removed within the descriptions.  Alas!  Still no joy.

 

 

MJoy_D
MJoy_D
January 3, 2022

I can share some information that can help you with uploading your transactions, @cuttingroom-ouim.

 

Since you're still having an error after trying the steps provided by katherinejoyceO, I suggest reaching out to our Customer Support team. They can check your file template in a secure environment and help you with the format. 

 

You can reach our Customer Support for QuickBooks Online (QBO) by going to the Help icon at the top right of the account. Follow the steps below: 

 

  1. Go to the Help icon to connect to a live support agent. 
  2. Click on the Contact Us button and provide some details about this concern.
  3. Provide us some information about your concern in the What can we help you with? box and click on Continue.
  4. You'll now be provided options on how to connect to our Customer Support.

 

You can check this article for more information about the different types of support we offer and their availability: QuickBooks Online Support.

 

After adding your transactions, you can now match and categorize those transactions and reconcile them to ensure your books are accurate and there aren't any duplicate transactions:

 

 

Let me know if there’s anything else that I can assist with about your bank transactions by leaving a comment below. I’m always here to assist. Have a wonderful day!

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