These are the few things to check before trying again. First off, ensure that you have the correct mapping of columns. This will make sure that QBO will be able to read the data. Here's how:

Open your CSV file.
Next, remove columns you do not need to prevent any confusion. QBO require to have columns for Date, Description, and Amount.
Then, change the names of the columns in your CSV to match the titles in QBO.

Once done, let's also make sure that your file has the format needed by QBO. Below are the things to consider:

Another instance of why you can't import a CSV file into QBO is that the file only has Money Out transactions. To get around this, please follow the instructions in this link: Common errors for importing bank transactions using CSV. From there, you'll also find tips to avoid issues when importing.

You also want to check this article for fixing errors when importing bank transactions to QBO: Fix bank upload errors in QuickBooks Online. This provides you with a list of specific error messages when uploading and corresponding fixes for each of them.

Once the transactions are in, you'll now have to categorize and match them to ensure they are allocated to the correct account on your QBO.

Drop a comment below if you have any other concerns about importing bank transactions in QBO. I'll be always around to assist you. Keep safe.

K

KS1966

Thank you but this has nothing to do with my problem. I have no problem manually downloading and uploading but I should not have to do that. I have 23 accounts and I chose QBO as software so I can be linked directly to my bank. Links that do not work defeats the entire decision making process of software. The ONLY reason I chose this is for the links. Thank you for trying to help me anyway though. It's very nice that you care. Can you see if you can get someone to help get the links re-established? There is a case number above. It would be nice to get some sort of update on how the case is going. EDIT: I see that you were addressing Pristine. My apologies but still...Can you check on things?

C

ChristineJoieR

I felt your discomfort with being unable to proceed with banking tasks due to this error encountered. I'm sharing details on how to call our phone support to get an update about this case in QuickBooks Online.

For now, I suggest contacting our support team again to add you to the list of affected users. This way, you can receive a notification when a fix is available. Check our support hours to contact us at a time convenient to you.

Refer to the steps below:

Sign in to your QuickBooks Online company.
Go to Help (?).
Select Contact Us.
Enter your concern, then select Let's talk.
Choose a way to connect with us:

Start a chat with a support expert.
Get a callback from the next available expert.
Ask the Community to get help from businesses like yours.

Kindly read and use this article to learn more about resolving banking error 103 in QBO: Fix bank error 103 in QuickBooks Online and QuickBooks Self-Employed.

Once you can connect your account and get your latest online transactions, here is the reference you can review and put into the correct accounts in QBO: Categorize and match online bank transactions in QuickBooks Online.

Keep on coming back for more queries about QuickBooks Online. The Community is available 24/7 to assist you.

M

michelleeckhart

It's not just Bank of America. I use QBO and my bank is Idaho First Bank. I haven't been able to download transactions since 11/14. I update and get the message that it's all caught up but the transactions do not download. I have a case # open and have called the QBO support team four times since this issue began. Nothing has been resolved. Supposedly, my case is in level 3 support, but there has been no response regarding the case. This is totally unacceptable!

Adrian_A

I appreciate you for getting back to us, michelleeckhart.

Upon checking, the investigation about updating transactions for Bank of America and Idaho bank is still ongoing. And since you already have a case number, rest assured one of our phone agents will get in touch with you with an updates.

I'll also forward your thoughts to our Communications team. This way, we'll have an agent contact you the soonest.

You can pin this link as your guide in categorizing transactions once the issue has been resolved: Categorize and match online bank transactions in QuickBooks Online.

I'll be around whenever you need help with the categorization process.

P

PamC321

Same happening with me, since around 11-28-2022. My bank account will load, but not the Chase Visa or the American Express. I do not want to manually download and enter the payments made for bills, or the charges made on the employee cards. I have done 3 chats on the QB Online help desk. Told that engineers are aware of the problem.

B

backtoeden1995

I got my 2023 update and they told me that everything would work my banking transactions were supposed to be downloaded and I’ve got three weeks worth. It will not download I’m going in circles in QuickBooks. It’s not helping me at all.

G

Giovann_G

Hello, backtoeden1995.

This shouldn't have happened especially you already updated your QuickBooks Desktop 2023 edition. I'm here to help you download your banking transactions.

Can you share the name of your financial institution? We can refresh your connection to get those transactions if it's Bank of America.

To get started, let's switched from Express to Advanced mode or vice versa.

Here's how:

Go to the Edit menu.
Select Preferences.
Click Checking, then Company Preference tab.
Toggle between Express Mode and Advanced Mode.
Hit OK.

After that, you can disconnect all related accounts to make sure there are no issues. Then, set up your bank account again.

Here's how:

Go to Banking and select Bank Feeds, then select Set Up Bank Feed for an Account.
Enter the account name and select Next.
Note: Use the updated account name shown in the Account reconnection required list and return here to complete Step 4.
You’ll see the My Company sign in page. Sign in using your Intuit Account user ID.
Enter your online banking account info, then click Connect. QuickBooks will connect to the bank’s server.
Note: Your bank may prompt you for a one-time password (OTP).
Select the account(s) you want to connect to QuickBooks, then hit Connect.
Select Close.

Once everything is ready, you may use Express Web Connect to download transactions. By doing this, the most recent transactions will automatically download the next time you access bank feeds.

Here's how:

Go to Banking and select Bank Feeds, then select Bank Feeds Center.
Select the account you need to download.
Click Download Transactions.
Once completed, select Transaction List to process the transactions.

In addition, I've added this resource for your reference to add and match downloaded transactions: Add and match Bank Feed transactions in QuickBooks Desktop.

Feel free to get back to this thread if you need further assistance with bank feeds. We're just one comment away. Have a great day.

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