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sweetsoutherngra
February 11, 2024
Question

Bank transactions do not transfer

  • February 11, 2024
  • 2 replies
  • 0 views
Bank transactions from May 2023 to present do not transfer to quickbooks. I have contact the back and it shows that it stops after May 9. All transactions appears on the banks transactions, but it does not transfer to QB. The bank requested that I get QB to provide the OFX and Conn logs so the bank can determine whose end the problem is on.

2 replies

4
4Gal
February 11, 2024

Try opening your QBO account on any private/incognito browser. If the same problem persists, you can use MT Online or one of the converter tools (e.g csv2qbo @ $60 one time license) as a workaround.

https://www.moneythumb.com/?ref=110

 

Z
z212123132
February 11, 2024

I have the same issue. Where you able to resolve it?

 

H
Heide DC
February 11, 2024

Hi there, @sweetsoutherngra and @z212123132. Let me share some information about adding bank transactions into QuickBooks (QBO) Online.

 

I agree with @4Gal, too many cached files can cause the browser to behave insignificantly. So I suggest performing our fellow community member's recommendation.

 

Additionally, if you have thousands of transactions processed previously, it could be best to upload them manually by month or quarterly in QBO for greater success rates. You can also convert it into a CSV file either 3-column or 4-column format if you can't still import the OFX file. In this manner, you can easily handle it since you can edit it using an Excel application. 

 

Please make sure the data is in the correct format. This is to check that adding too many transactions must be one of the reasons or the file format you've created.

 

Furthermore, please check out this article for you to learn how to Import and export your CSV files in QBO: Import/export CSV files.

 

Let me know if you need anything else about your bank transactions in QuickBooks Online. Don't hesitate to comment below. Take care.

 

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