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Bank Statement CSV Import Unexpected Error

edited Jun 2, 2025 2:26PM in Ask A Guru 3 comments

I've followed the specific instructions for importing but continually get this message which doesn't direct me on what needs to be corrected. Can someone assist by reviewing the data to see if they can see something I can't? I've converted the file from a CSV UTF-8 to excel just so I could attach.


Preparing CSV Files for Import

Statement files in CSV format must adhere to the provided CSV template and constraints. The file must be UTF-8 encoded.


You can download the CSV template by going to Transactions > Bank > Banking Import History > Upload File, selecting Import with a default parser (CSV, OFX, QFX, BAI2, or CAMT.053)

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