Error message When importing Bank Statments
Bree
Member Posts: 6
I am trying to import old bank transactions into the wave system i downloaded them as both CSV and QFX file types but when i try to import them it tells me "something went wrong with your file upload. Try confirming that the file type is an accepted file type." I've tried several times and several of the files types but it still keeps giving me the same error message. How do i go about uploading these transactions if the accepted file types are not being accepted?
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Hey @Bree! Thanks for reaching out and I am sorry that you are having some issues importing your transactions into Wave, Our CSV file upload is slightly picky. The upload really only recognizes three columns; date, description, and amount. The date column must be in the following format: MM/DD/YYYY for example it would be put in as 07/26/2019. Special characters such as #, &, $, * will cause an issue and we recommend removing these from your document.
Additionally, files with more than 100 rows tend to not upload. If your file has more than 100 rows, please break it into smaller files, each with no more than 100 rows, and upload each individually. Please let me know if this makes a difference for you or if you are still having trouble!
What about for qfx files?
Hi @Bree! Electronic statements have encoding that lets Wave know how to "translate" the contents of the file. If you are having troubles uploading a QFX file and see the error message: "Wave needs you to make a small change to your file so we can read it.", then you would need to make some edits in the QFX file and re-save it. Here's how to edit your file:
For a visual guide, i'd recommend reading this article: https://support.waveapps.com/hc/en-us/articles/208622716-What-to-do-if-Wave-can-t-read-your-OFX-QBO-ASO-or-QFX-file