Downloaded bank file and won't import. The file is in the correct format

Let's look at various troubleshooting options for getting your bank file to import into QuickBooks Self-Employed (QBSE), dainpetersen.

A browser's cache data can get full of frequently visited websites or broken at times. When you load your CSV file into QBSE, this creates an import issue. We can log in to your account using an incognito browser. Private browser prevents saving cache and cookies that sometimes cause errors when running frequently visited websites. Here are the useful shortcut keys you can use to access one:

• Ctrl+ Shift + N for Google Chrome
• Ctrl + Shift + P for Mozilla Firefox and Microsoft Edge
• Command + Shift + N for Safari

If it works, return to your default browser and clear its cache. Every so often the cache becomes overwhelmed with older data which can potentially cause viewing and performance issues. Clearing it will refresh the system, and you'll be able to work with a clean slate. Switching to another compatible one to help rectify the issue.

You can also check a browser's compatibility with QuickBooks by utilizing our browser health checkup tool. QuickBooks supports the current and two previous versions of browsers. If you find that you're using an unsupported version, make sure to update it to its latest release. Steps for doing so can be found on the particular company's website.

Once done, you can now import bank transactions without error. I'll show you how:

1. Open QBSE in a web browser. Then, click the Gear icon. 
2. Tap Imports.
3. Choose the account you want to add the transactions into, then click Import older transactions under Action.
4. Click Browse and find the file you downloaded from your bank. 
5. Select the file and hit Open to start the import.
6. Review the column headers and data. Date, Description, and Amount columns on the CSV match the columns and order in QuickBooks. 
7. Hit Continue to complete the import.

To ensure a successful import, see to it that your CSV file is formatted in the 3-column or 4-column format. Visit this article for the detailed instructions: Format CSV files in QuickBooks. For additional information, see the article Manually import transactions into QuickBooks Self-Employed.

I'm also adding this article for your future reference:

• Updates to expense categories in QuickBooks Self-Employed
• Schedule C and expense categories in QuickBooks Self-Employed

Please keep us updated on the outcome of this troubleshooting in the comments section below. I want to make sure that this is taken care of for you.