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November 19, 2023
Question

Bank upload with manual csv items are not showing up

  • November 19, 2023
  • 2 replies
  • 0 views
Items are not being uploaded when manually uploading csv file of bank transactions 

2 replies

November 19, 2023

Try opening your QBO account on any private/incognito browser. If the same problem persists, 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

 

November 19, 2023

Thanks for bringing this matter to my attention, @jerhow. Let me share my expertise and help you upload your bank transactions to get you back to business. 

 

In QuickBooks Online (QBO), you can manually upload your bank transactions in CSV form supporting two formatting types. These options include the 3-column format, which consists of a Date, Description, and Amount, and the 4-column format with Credit and Debit as an add-on for the amount.

 

Since you can't see the items when you upload the file into QBO, I recommend checking and reviewing the format of your CSV file. This way, you can ensure that the data is in correct format. 

 

Once done, you can proceed with uploading it to QBO. Here's how:

 

  1. Click on Transactions, then select Bank Transactions.
  2. Click on the Link Account dropdown, then select Upload from the file.
  3. Select Drag and Drop or select Files, and select the file you downloaded from your bank, then click Continue.
  4. Select the account you want to upload the transactions in the QuickBooks Account dropdown button, then click Continue.
  5. Follow the onscreen steps, then select Continue.
  6. Choose the transactions you want to upload, then select Continue.
  7. Click Yes to confirm.
  8. Select Done.

 

Additionally, you can categorize and match your transactions to make them balanced and accurate in your QBO account. 

 

Don't hesitate to send a reply if you need further assistance with uploading your bank transactions or have any QuickBooks-related concerns. I'm here to provide you with the necessary support and guidance. Have a great day ahead!

jerhowAuthor
November 20, 2023

Thanks for the prompt reply. I’ve done all of these things and even compared  the # of items on the spreadsheet vs those transferred

over…they show to be transferred, but when I reconcile, they are no longer there. 

November 20, 2023

It's nice to hear from you again, @jerhow

 

I appreciate the steps you've taken. Let me share some insights on why you can't see the transactions when you reconcile. 

 

When bank transactions in QuickBooks Online can't be seen during reconciliation, ensure that you've posted the transactions in the correct account. Additionally, you can check the date filters in the table to confirm that all relevant transactions are being displayed. By taking these steps, you can ensure that your bank transactions are reflected accurately in QBO. 

 

After reconciling, consider closing your books to prevent changes. You can refer to this article: Close your books in QuickBooks Online.

 

Don't hesitate to hit the reply button if you have further questions regarding reconciliation. The Community space is always here to assist you.