Managing Transactions | Post Your Question Below

Thanks for joining this thread regarding the issue with uploading your bank statements as a CSV file, Hannah. I’m here to help you out!

To assist you better, please let me know if you've encountered any error messages when uploading the CSV file. This will help us narrow down the issue.

I appreciate your diligence in ensuring the correct format is applied. However, one of the possible reasons why the date is not showing on the file is that the maximum upload limit of 1,000 rows (including the header) is exceeded. 

Given your issue with missing date information, I recommend checking the following:

1. Date Format: Ensure that the dates in your CSV file are in a format that QuickBooks supports, such as MM/DD/YYYY (if your region supports that) or DD/MM/YYYY. Formatting the dates as plain text in Excel may cause issues, so you might want to select the entire date column and format it as a “Date” in Excel.
2. Review for Empty Rows/Cells: Check your CSV file for any blank rows or empty cells in the date column, as these can impact the upload process.
   • Private Browser Upload: Please try opening your account in a private browser to upload your transactions. Here are some examples of the keyboard shortcut keys: Mozilla Firefox: CTRL + Shift + P
   • Microsoft Edge: CTRL + Shift + N
   • Google Chrome: CTRL + Shift + N
   • Safari: Command + Shift + N

If the date information successfully applies after this and is no longer disappearing, it was browser-related. In that case, clearing your regular browser cache will help, or consider trying different supported browsers.

For further information on formatting requirements, refer to this article: Format CSV files in Excel to get bank transactions into QuickBooks Online.

Lastly, here’s a helpful article in case you uploaded the data to the wrong bank account: Exclude a bank transaction you downloaded into QuickBooks Online.

Please return to this thread if you need further assistance with your bank statement uploads. I’ll be around in the Community and happy to loop back again to help you. Take care.