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September 9, 2022
Question

Option to import transactions is not available in the bank register for a newly added account

  • September 9, 2022
  • 1 reply
  • 0 views
I am trying to manually import transactions and the option to import is not available in the screen. Also my new account (which is not connected to bank) is not appearing in the list under Transactions->Banking

1 reply

September 9, 2022

Hi there, @userseagullwayventur.

 

I'm here to help make sure you're able to import or upload transactions for a newly created bank account in QuickBooks Online.

 

There are times your browser is full of frequently accessed page resources causing websites, like QuickBooks Online, to act weirdly. And this can be the reason why you're unable to upload transactions mainly because the account won't show up in the banking.

 

Let's work together by performing a few troubleshooting steps starting by logging in to your QBO account using a private browser. To use a private or incognito browser mode, here's how:

 

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

 

If this works, it means you need to clear your browser's cache so the system can start fresh and you're now able to manually upload banking transactions. But if you get the same result while using a private browser, let's switch to different supported browsers instead.

 

Now that you're transactions are listed in the account register for review, kindly read and use all related references in this article to make sure your account register matches your bank and credit card statements: Use this Guide Anytime you need Help Doing or Fixing a Reconciliation.

 

If you have any other clarifications or follow-up questions aside from working with your bank account and online transactions, please let me know by adding a comment below. I'll be here to lend a hand. Stay safe and take care always!