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melanie-ho-me-co
February 20, 2023
Solved

Are others having a problem with Capitol One Spark business card importing into QB Self-Employed? Only pulling from 11/29/22 until now. Tried CSV & not working either.

  • February 20, 2023
  • 1 reply
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Original commenter did not share additional details
Best answer by ReymondO

Thanks for getting back to this thread and adding details, @melanie-ho-me-co. 

 

Some banks let you download the last 90 days of transactions. Others can go back as far as 24 months. Thus, the amount of transactions you want to download depends on your financial institution. 

 

As a workaround, you can manually import bank data using a CSV file. Since you're getting an error message, I'd suggest running some basic troubleshooting steps to address the issue. 

 

We can start by accessing your account using a private window. This will help us check if the error is related to a browser issue. Too much cache files accumulated in a browser can cause unexpected behavior with the product and might be the reason why you're unable to download. 

 

Simply press the following shortcut keys to access this mode:

 

  • Ctrl + Shift + N (Google Chrome).
  • Ctrl + Shift + P (Firefox ).
  • Control + Option + P (Safari).

 

If it works, let's clear your browser's cache to delete temporarily stored files and free some space on your browser. You can also use other supported, up-to-date browsers if the issue persists.

 

When you're done, review and categorize your transactions to put them in your accounts.

 

Feel free to ask more questions in the Community if you need anything else. We look forward to helping you again.

1 reply

Fiat Lux - ASIA
Fiat Lux - ASIA
February 20, 2023

Did you just signup for a new QBSE account?

M
melanie-ho-me-coAuthor
February 20, 2023

I've had a QBSE account since 2020, but hadn't logged on since this time last year when doing taxes.  All my other credit cards have been importing since then, but the Capitol One Spark card stopped importing for some reason in mid-April 2022.  Maybe I changed my password and forgot that I'd done so?  I re-connected that card just now, but it only pulled from late-November 2022 onward.  So I am missing mid-April through November. 

 

I went into the Capitol One account and downloaded a CSV for the missing time period but every time I try to upload it into QBSE I get an error message. 

R
ReymondOAnswer
February 20, 2023

Thanks for getting back to this thread and adding details, @melanie-ho-me-co. 

 

Some banks let you download the last 90 days of transactions. Others can go back as far as 24 months. Thus, the amount of transactions you want to download depends on your financial institution. 

 

As a workaround, you can manually import bank data using a CSV file. Since you're getting an error message, I'd suggest running some basic troubleshooting steps to address the issue. 

 

We can start by accessing your account using a private window. This will help us check if the error is related to a browser issue. Too much cache files accumulated in a browser can cause unexpected behavior with the product and might be the reason why you're unable to download. 

 

Simply press the following shortcut keys to access this mode:

 

  • Ctrl + Shift + N (Google Chrome).
  • Ctrl + Shift + P (Firefox ).
  • Control + Option + P (Safari).

 

If it works, let's clear your browser's cache to delete temporarily stored files and free some space on your browser. You can also use other supported, up-to-date browsers if the issue persists.

 

When you're done, review and categorize your transactions to put them in your accounts.

 

Feel free to ask more questions in the Community if you need anything else. We look forward to helping you again.

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