Question

Error when uploading CSV file, followed all articles.

Forum|Forum|3 years ago
September 19, 2022
2 replies
0 views

Hi, I am getting an error when uploading my CSV file from Santander for previous transactions. I have followed all the articles and checked over the file many times to ensure it is all formatted with Quickbooks guidelines.

When I upload the file, Quickbooks successfully understands the file and shows me a preview of the three columns, my payments, the descriptions, and amounts, it is only when I press continue that the error appears.

I have attached an image of the error, along with the proof that Quickbooks is successfully reading the file.

Would appreciate any help.

QuickBooks Self-Employed

C

ChristieAnn 11

Hi there, kirstydow.

Welcome to QuickBooks Community and I also appreciate you for sharing screenshots of the error you received. I'll be providing troubleshooting steps to ensure you can import your bank transactions without messages.

It could be the cache full of history and temp files that cause an unexpected error while uploading CSV files from Santander. I suggest logging in to your QuickBooks Self Employed account using a private browser. Then, try to import your entries from there. This is to rule out the possibility of a webpage issue and ensure private browsing doesn't store local files or cache.

Use these keyboard shortcuts based on the browser you're using:

For Firefox or Microsoft Edge, press Ctrl + Shift + P.
For Chrome, press Ctrl + Shift + N.
For Safari, hold down Command + Shift + N.

If it works in incognito, you'll need to clear the cache of your regular browser. This clears the history or log of sites so you can start with a clean slate. If the steps above didn't work, use another supported browser as an alternative.

Lastly, you may refer to this to see various details on how QBSE tracks your transactions throughout the year so you can manage your taxes: QuickBooks Self-Employed Overview.

Let me know if you need further assistance or any clarification about importing entries in QBSE. I'm always here to provide extra information and help. Have a great day, kirstydow.

K

kirstydowAuthor

Hi, still no luck doing this, would I be able to send in the cvs file? I’m all out of options and been through all the articles?

Fiat Lux - ASIA

Another option, utilize csv2qbo converter tool

https://www.moneythumb.com/?ref=110

P

Pamm Hong

Hi QB,

New here.

Item Amount invalid

The Item Amount contains a non-numeric value for the following invoices. Go back to your CSV file and correct the amount before trying again.

I've tried:

- Clearing cache

- Using completely new invoice no. iterations, '1001/1002/1003', '1,2,3'

- Leaving it blank under 'new invoice no.'

Nothing works. Help appreciated, thanks in advance.

Ps. It shouldn't be THIS hard to import CSV.

P

A

ArielI

Hello, @Pamm Hong.

I am here to assist you in importing your bank transactions without encountering errors.

I want to assure you that we're committed to resolving this matter for you. Given the persistence of the issue despite your efforts, I recommend contacting our Customer Care Support team once again for further investigation.

To contact support:

Select the Help (?) icon, then click Contact Us.
Type in talk to a human. Hit Continue.
Choose which way you want to connect with us: Have us call you or Chat with us.

I've also included the following article for your reference in managing your bank transactions in QuickBooks Self-Employed: Categorise transactions in QuickBooks Self-Employed

The Community is always available to help you with any QuickBooks-related concerns. We'd be happy to assist at any time. Keep yourself safe!

Item Amount invalid

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