Problems Importing transactions into Quickbooks are not always a piece of cake, sometimes importing transactions can give a headache. Before finding the issues in importing transactions, please look at the points listed below:

  • Before importing any file, make sure the file is in a comma-separated values (CSV) format. Also, XLS (Excel) file, or any other kind of spreadsheet will not be imported.
  • If you find any blank lines, make sure you delete it before trying to import any file. Blank lines can cause problems in importing the files.
  • Once the file is uploaded, you should select column header labels that meet the column header labels in your CSV file. You can find column header labels from the drop-down.

In case, you find any other error, please feel free to contact our support team.

Tag: Problems importing transactions, Problem Importing Bank Transactions, Troubleshooting importing transactions into QuickBooks, Unable to import bank transactions

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