Question

Importing older transactions not working

Forum|Forum|2 years ago
January 17, 2024
2 replies
0 views

I have reviewed the instructions for how to import older items that did not import. I have tried the highlight account, click Link Account > Upload from file. I have verified the information is in the 4 column format. The bank account does not show in the drop down for the account (nothing shows in drop down). Unable to move forward.

I have tried pulling it in from my bank by searching bank name > put in bank credentials. I can see the bank account as a connected account, but the program won't let me choose the account, therefore I cannot click "Connect" to move forward.

Suggestions needed on importing data with these barriers.

Thank you!

QuickBooks Online

M

Maybelle_S

Hello there, KNB Books.

I understand the frustration you're experiencing with importing older transactions in QuickBooks Online (QBO).

I want to make sure that this matter is addressed promptly. To begin, let's perform basic troubleshooting steps. You may have accumulated too much historical data. Whenever you visit a website, it saves some information from the web page in its cache. These files allow the websites you visit most often to load faster. Not to worry, clearing them will do the trick.

First, let's try accessing your account through an incognito window to rule out the possibility of a webpage issue. You can refer to these shortcut keys to open an incognito window in all supported browsers:

Chrome: Ctrl + Shift + N
Firefox: Ctrl + Shift + P
Safari: Command + Shift + N

Once done, import the transactions again. If it works, switch back to your regular browser. Then, clear its cache. This way, you can access QuickBooks with a clean slate. You can also use a different supported one.

For more information about importing data, check this link: How to import bank transactions using Excel CSV files.

You might find the following articles helpful about adding and matching transactions in QBO:

Keep me posted if you have any other questions about importing data to QuickBooks. I'm always here to help. Take care.

K

KNB BooksAuthor

Opening Quickbooks Online in the incognito window worked! Thank you for the quick reply! Now on to reconcilliation.

R

rvrfrf

Thanks for following up with the Community, KNB Books.

I'm happy to hear Maybelle_S was able to help with importing transactions.

I've also included a detailed resource about reconciling which may come in handy moving forward: How to Reconcile

Please feel welcome to send a reply here or create a new thread if there's ever any questions. The Community's always here to help. Have an awesome Monday!

4

4Gal

@KNB Books

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