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September 12, 2022
Question

How do i import bank transactions that did not automatically transfer when i connected bank account from earlier in the year?

  • September 12, 2022
  • 1 reply
  • 0 views
my first 3 months of transactions were not imported

1 reply

Fiat Lux - ASIA
September 12, 2022

Try opening your QBO account on any private/incognito browser.

 

September 12, 2022

That behavior is indeed strange, sunraymobilemass. 

 

I would agree with Fiat LUX - ASIA, there are times that your browser becomes full of site data causing problems in QuickBooks Online. To check if this is a browser-related issue, you can open your QuickBooks using an incognito or private window. This can help us rule out any cache-related issue that might've caused the problems. Use these shortcut keys to open it: 

 

  • Google Chrome: Press CTRL + Shift + N.
  • Safari: Press Command + Shift + N.
  • Mozilla Firefox: Press CTRL + Shift + P.

 

If it's now working well, you'll have to go back to your regular browser and clear its cache. This will delete the accumulated junk files and enhanced your browsing experience.  

 

When you're done clearing the cache, close any browser instances to complete the process.  

 

Also, make sure you're using a supported and updated browser for QuickBooks Online.   

 

To learn more about importing bank transactions, check the below articles:

 

 

Additionally, here are some resources that you can browse to help categorize and manage your online banking transactions:

 

 

 Feel free to go back to this thread if you need anything else. QuickBooks Community is open 24/7 to provide you further assistance.