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Cress1
October 22, 2024
Question

Uploading missing transactions via CSV

  • October 22, 2024
  • 1 reply
  • 0 views

So I had to reconnect my account and didn't realise I needed to put in the date from last connection lost as the start date. As such I have 3 months of missing transactions. I've followed the instructions to download the CSV file etc. but once I get to the step where I've selected my file and selected 'continue' I then reach the step where I'm asked "Select a QuickBooks account for the bank file you want to upload'. However I have no options in the drop down menu to select from and I cannot add anything either. How do I progress from here because teh 'continue' button is greyed out so I cannot go any further. 

 

Can anyone please help me. I'd really prefer not to have to put each transaction in completely by hand.

I don't suppose I can ask my bank to connect and only add transactions is within a specific date period? I bank with Santander Cahoot (UK) btw.

 

Thanks

1 reply

J
jeanbiverly_
October 22, 2024

I'm here to help ensure this issue gets resolved, @Cress1.


Cache-related issues can sometimes lead to unexpected behavior on websites, including problems with dropdown menus and other interactive elements. If this is the case, you can perform some troubleshooting steps. First, use a private or incognito window to rule this out. Here are the shortcut keys:

 

  • For Mozilla Firefox browser: Ctrl + Shift + P
  • For Google Chrome browser: Ctrl + Shift + N
  • For Safari browser: Command + Shift + N


Next, log in to your QuickBooks Online (QBO) account and upload your transactions again. If it works, clear your browser's cache to remove the webpage data causing the issue. If a private browser doesn't work, use other supported browsers.


After importing your entries, you can match and categorise them.


Feel free to return to this thread if you have any other questions. I'm always here to help. Take care.

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