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December 6, 2020
Question

My bank upload is not working. I press browse and nothing happens. I have cleared the history

  • December 6, 2020
  • 1 reply
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1 reply

December 6, 2020

I'm here to help you sort this out, JacquelineG.

 

There are possible causes why you're unable to view the file when you click the Browse button, and I've listed them below:

 

  • Do not use characters such as #, %, and & anywhere in the file.
  • Do not use ( ) for negative amounts (use -234, not (234) for negative figures)
  • Do not include currency symbols ($234 should be 234)
  • Do not use commas to separate thousands (2, 111 should be 2111)

 

To ensure you're using the correct format, I encourage checking out this article: Format of the CSV File.

 

Once done everything correct, you can manually import your bank data again into QuickBooks Online.

 

If the issue persists, I recommend reaching out to our QuickBooks Support Team. This way, they'll be able to investigate the main cause of the issue.

 

For the new Help menu interface: 

  1. Click the (?) Help icon, and then choose the Talk to a human option (then type it again when prompted).
  2. Enter your question or concern when asked by the bot.
  3. Select I still need a human, and then proceed with Contact us.
  4. Click Let’s talk, and then choose either Get a call or Start messaging

 

In case you have the old Help menu interface, I suggest browsing this article: Contact QBO support.

 

Additionally, I've included an article that'll help review your downloaded to ensure the data is accurate: Categorise and Match Online Bank Transactions.

 

I've got your back if you have additional questions about managing your online banking in QuickBooks.  I'll be here to help.