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QuickBooks Online Skips Steps When Importing .qbo and Fails

Forum|Forum|2 years ago
September 7, 2023
5 replies
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Within the last couple days, QuickBooks Online has started having errors uploading .qbo files into bank feeds. The .qbo files are valid, but QuickBooks skips from step 2 to step 5 of the process and doesn't import anything. It doesn't have this issue with .csv files; and it doesn't have this issue in an incognito window with no extensions. The same files would upload file last week.

Does anyone know what causes this bug and how to (to get Intuit to) fix it? https://youtu.be/Srpo65LyUUQ?si=7N81vDBNIdBV66FV

QuickBooks Accountant Online

Best answer by JoesemM

Hello there, @AaronBookkeeperer. Thanks for getting back to us, and I appreciate the additional details about your concern with importing the .qbo file into QuickBooks. Allow me to chime in and share insights about downloading data in QuickBooks.

When you import bank transactions using a . QBO file, the mapping steps are skipped because the format is not editable. The .QBO files are used for importing transactions into QuickBooks Online, and editing of these files is typically not done manually within the platform as it can lead to data inconsistencies and errors.

If you need to ensure that the data is in the correct format, you can opt to use CSV files instead. To learn how to verify the format of the CSV file you received from your bank for uploading transactions to QuickBooks, please refer to this article: Format CSV files in Excel to get bank transactions into QuickBooks. Once everything is ready, you can now manually import them into QuickBooks Online. For detailed instructions, open this link: Manually upload transactions into QuickBooks Online.

Alternatively, you can visit our QuickBooks App Center to explore third-party applications (online converters) that can assist you in importing .qbo file transactions into QBO.

Likewise, allow me to include these resources that will guide you in matching your bank transactions and eliminating duplicate entries when uploading them into QuickBooks:

If you require any further assistance with importing bank transactions or any other matter, please feel free to leave a comment below. I am always available to help. Have a great day.

R

rvrfrf

Thanks for joining the Community, AaronBookkeeperer. I appreciate your detailed information and video.

Since steps are being skipped while uploading .QBO files and the transactions aren't being uploaded, but your uploads work while browsing in an incognito window, it's possible this problem's being caused by the browser you're using. Browsers store temporary internet files and sometimes these can cause issues on certain webpages. These types of problems can be fixed by clearing Intuit-specific cookies and cached data.

Here's how to clear Intuit-specific cookies:

In your Google Chrome browser, use the More (⋮) icon, then choose Settings.
Access your Privacy and security section.
Click Cookies and other site data, then See all cookies and site data.
Type "intuit" in the search bar to find Intuit cookies.
Select Remove all shown or your Trash Can icon.
Restart Google Chrome for the changes to take effect.

Your steps for clearing the browser's cache can be found in our Clear cache and cookies to fix issues article.

I've also included a couple detailed resources about uploading transactions and system requirements for QuickBooks which may come in handy moving forward:

Please feel welcome to send a reply if there's any additional questions. Have a lovely day!

A

AaronBookkeepererAuthor

Sorry, I meant to say it DOES happen with a cleared cache and in an incognito window with no extensions.

JoesemMAnswer

Hello there, @AaronBookkeeperer. Thanks for getting back to us, and I appreciate the additional details about your concern with importing the .qbo file into QuickBooks. Allow me to chime in and share insights about downloading data in QuickBooks.

When you import bank transactions using a . QBO file, the mapping steps are skipped because the format is not editable. The .QBO files are used for importing transactions into QuickBooks Online, and editing of these files is typically not done manually within the platform as it can lead to data inconsistencies and errors.

If you need to ensure that the data is in the correct format, you can opt to use CSV files instead. To learn how to verify the format of the CSV file you received from your bank for uploading transactions to QuickBooks, please refer to this article: Format CSV files in Excel to get bank transactions into QuickBooks. Once everything is ready, you can now manually import them into QuickBooks Online. For detailed instructions, open this link: Manually upload transactions into QuickBooks Online.

Alternatively, you can visit our QuickBooks App Center to explore third-party applications (online converters) that can assist you in importing .qbo file transactions into QBO.

Likewise, allow me to include these resources that will guide you in matching your bank transactions and eliminating duplicate entries when uploading them into QuickBooks:

If you require any further assistance with importing bank transactions or any other matter, please feel free to leave a comment below. I am always available to help. Have a great day.

K

kwolck

I"m having the same problem. And the answer that was provided by QB saying it is solved is wrong. I can prove it because i tried to re-import a file that i did last week successfully and it doesn't work this week - SAME FILE. So something has changed on the QB side. The stupid answer that they gave to use csv is ridiculous. it's too much work to reform dates, combine columns, and then all the rules won't work because the import is different. Someone at Intuit needs to find out what changed in the last week. They either support QBO or they don't.

N

nmcdaniel

Has anyone had any success with correcting this? I am having the same exact issue happen in one of my clients QBO account. So frustrating!!!

J

jeanbiverly_

We appreciate you bringing this matter to our attention, @nmcdaniel.

We recognize the challenges you've encountered. Upon checking here, there's an open investigation (INV-93435) about importing files to QuickBooks Online.

I recommend contacting our QuickBooks Online Support Team to be added to the list of affected users. You will receive an email notification once the issue is resolved. Let me guide you on how:

Go to the Help (?) menu.
Select the Search tab, then click Contact Us.
Enter your issue and concern in the field.
Hit Continue.
Choose the Chat or Callback option.

For a step-by-step guide on importing Excel data to QBO, please refer to this article: Common questions about importing data to QuickBooks Online.

Please don't hesitate to reach out if you require any additional help. We're always here to assist you.

C

CoCO14

I can't upload QBO files from my credit card accounts. This started sometime in September 2023. However, I can upload a QBO file of my monthly bank statement. I use CHASE bank.

4

4Gal

@CoCO14

Can you download *csv file from your bank? Then use the trial version of csv2qbo converter tool to isolate the problem.

https://www.moneythumb.com/?ref=110

K

KimberlyS

We appreciate you updating us here in the thread, CoCO14.

I can see how importing QBO files would help you manage your business seamlessly.

Currently, there's an ongoing investigation regarding uploading QBO files downloaded from Chase Bank. Our product engineers are carefully assessing this matter and realize the issue arises from the file alone.

While we cannot provide you the time frame for resolution, I recommend contacting our customer support team. They can add you to the list of affected users and send updates via email.

Here's how:

Sign in to your QuickBooks Online account.
Select Help (?).
Proceed to the Search tab and select Contact Us.
Pick the topic you need help with or choose to Ask about something else, then enter your concern.
Click on Continue.
Determine how you would like to connect with our support.

On the other hand, consider reviewing this article whenever you can't upload your bank transactions manually: Fix bank upload errors in QuickBooks Online.

Feel free to comment below for additional information when importing your bank transactions or any related concerns in QuickBooks Online. You can always count on us.

N

nch1870

I am having the same issue. Only some of the banking transaction pull in but not all of them. Anyone know a fix clearly QuickBooks doesn’t know how to fix their own software.

Rubielyn_J

I hear your sentiments and how challenging it can be when some of the transactions are pulling in, while others are left out, @nch1870.

You can count on me to share insights about this matter.

As mentioned by my colleagues above, there was an investigation about importing QBO files downloaded. This issue has been resolved already.

Since you're having the same issue, please log into bank and re-download the files. These new files should be formatted correctly and can now be uploaded to QBO.

If the issue persists, I recommend getting in touch with our support. They have the necessary tools and expertise to examine your account thoroughly and can initiate a ticket to conduct a more in-depth investigation into the issue.

Here's how:

Sign in to your QuickBooks Online company.
Choose Help (?).
Select either tab to get started:

Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
- Start a chat with a support expert.
- Get a callback from the next available expert.

Once you download or import your transactions in QBO, we can proceed with reviewing and categorizing the bank transactions to ensure the precise organization of your charts of accounts.

If you have additional queries about importing data, please don't hesitate to tag my name. I'm dedicated to ensuring your satisfaction and restoring your confidence in QuickBooks.

N

nch1870

We are not downloading with Chase Bank. We are trying to download from Key Bank. Can they fix that?

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