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jltraining777-gm
September 17, 2022
Question

Can you tell me why manually uploaded bank transactions are not showing up anywhere even though QBO said they were successfully uploaded and ready for review?

  • September 17, 2022
  • 1 reply
  • 0 views
I have checked my For Review, Excluded, and Categorized. I have updated my bank accounts, and I have checked my other accounts. None of them uploaded. I even tried breaking up the transactions into smaller files in case it was too big. Still nothing.

1 reply

A
AileneA
September 17, 2022

Hello, jltraining777-gm. 

 

When you encounter strange behaviors like missing data, we can perform some basic troubleshooting steps to fix them. This might be caused by a corrupted file cache stored in your browser. To rule this out, Let's open the webpage in an incognito or private browser. This mode will not save your browsing history and will help isolate any web issues. 

 

  • For Firefox or Microsoft Edge, press Ctrl + Shift + P.
  • For Chrome, press Ctrl + Shift + N.
  • For Safari, press Command + Shift + N.

 

If you'll able to see the transactions, go back to your regular browser and then clear its cache to delete the stored junk files. You can switch to other supported browsers to further isolate the issue.  

 

Please check this article to see steps on how to fix different banking errors: What to do if you see a bank error or bank transactions won’t download.  

 

Just notify me by leaving a message in the comment section if you have additional questions. I'll be around here in the Community to help. Have a good one!

J
jltraining777-gmAuthor
September 17, 2022

Thank you for your reply. I did clear my cache and tried again to no avail. However, I'm not sure how this would have any effect on what I'm trying to do since I am not having any problems with automatic downloads of new transactions.  What I am having problems with is manual uploads of older transactions. I have made many attempts trying different things. My first attempts uploaded some transactions but not back to the dates I requested. Now, my attempts won't upload any transactions off the file at all. The file I'm trying to upload is only 1.36 KB and QBO will give me a prompt that says its been uploaded, but nothing is there. I would appreciate any suggestions to solve this issue. Thank you!

G
GlinetteC
September 17, 2022

I've checked our records and haven't seen any similar issues like yours, jltraining777-gm. 

 

I suggest reaching our customer care support to have this better checked. They have more tools, like screen sharing, that can help investigate this further. 

 

Here's how:

 

  1. Select Help (?).
  2. Click on Search and tap Contact Us.
  3. Then choose a way to connect with us.

 

I'm also these resources on categorizing bank transactions and reconciling them for your guide:

 

 

I'll be around if you have other banking concerns or any QBO-related issues.

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