Can anyone help upload .CSV file from bank. . It downloads with Account, Post Date, Check, Description, Debit, Credit, Status, Balance. Not what QB needs.

Thank you for reaching out, Midge. I truly understand how frustrating it must be to face issues uploading your bank transactions despite your best efforts to follow the QuickBooks format. I truly appreciate the time and effort you've already dedicated to resolving this. Let me help you clarify the situation and guide you through the solution.

To begin, could you confirm if you encounter any specific error messages when attempting to upload the transactions? Any details you can provide about this will help us identify the best solution for you. If possible, you can also share some screenshots of the error message to give us a clearer picture of the issue.

Please note that QuickBooks only supports CSV files up to 1,000 rows. If your file exceeds this limit, you will need to save the additional transactions in a separate file to ensure a successful upload. To learn more about the formatting in uploading a csv file for bank transactions, please refer to this article: Format CSV files in Excel to get bank transactions into QuickBooks.

Additionally, some common issues can occur when importing bank transactions. Before attempting the upload again, please take a moment to review the following:

• Incorrect mapping
• Formatting
• Money out transactions only
• Account Type

For more detailed information, feel free to check out this helpful resource:  Import Bank Transactions using CSV.

I hope this helps clarify why your csv file is not uploading to QuickBooks. If you have additional details to provide, please use the Reply button below. The Community team is always here to help in any way we can, and we look forward to hearing from you!