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I'm trying to upload old transactions from a CSV file but its not working--what should I do?
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Did you receive an error message while importing your CSV file? In the meantime, please ensure your file doesn't exceed 100KB and that it follows either a 3-column or 4-column format.
If your file is beyond the maximum size, you will need to split it and upload it individually. The appropriate format for the 3-column version is Date, Description, and Amount, while the 4-column version should include Date, Description, Credit, and Debit.
Please refer to this article for further guidance on uploading a CSV file for QuickBooks Online, which also applies to QBSE users: Format CSV files in Excel to get bank transactions into QuickBooks.
If you have other QuickBooks-related questions, click the Reply button below.
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