Skip to main content
F
fortvalleyproper
July 2, 2024
Question

Import bank transaction skipping transactions

  • July 2, 2024
  • 1 reply
  • 0 views
I have discovered a very serious bug when importing bank transactions:  If you import more than 30 at once, some of the transactions will be skipped, others will be corrupted with info from multiple transactions combined into a single incorrect transactions.  Even at 30 you may have issues.  This has happened with both QBO and CSV formats.  With QBO, I have had the import truncated at 15-30 transactions without any error messages.  This problem started in April and continues into July.  Ready to move to another product.

1 reply

Bryan_M
Bryan_M
July 2, 2024

I appreciate you for raising this concern here, @fortvalleyproper.

 

Importing your bank transactions via CSV file has been challenging on your end. Let me help you fix this and achieve your goal.

 

Before anything else, I'd like to know the exact error message shown on your end.

 

The truncated import works because the maximum file size QuickBooks Online (QBO) can receive is 350 KB. Feel free to read this article for more info: Review the file format and size.

 

However, if your CSV file size is 350 KB below and some bank transactions are skipped, let's try using another file to ensure that the file isn't corrupted. If it doesn't work, utilize a private browser and repeat the process of using another file. 

 

You can use these shortcut keys: 

 

  • Google Chrome: press Ctrl + Shift + N
  • Mozilla Firefox: press Ctrl + Shift + P
  • Microsoft Edge: press Ctrl + Shift + N
  • Safari: press Command + Shift + N

 

If the issue persists, I recommend contacting the QBO Care Team to isolate this issue and find a resolution. 

 

Also, I'll add this article to help you resolve common bank upload errors: Fix bank upload errors in QuickBooks Online.

 

If you want to categorize your bank transactions automatically, check out this article: Set up bank rules to categorize online banking transactions in QuickBooks Online.

 

Leave a comment below if you have additional questions about importing bank transactions. Have a good one.

Terms & ConditionsAccessibility statement