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April 1, 2024
Question

When I am in "Transactions", nothing is opening when I click "Bank Transactions". All other themes open (Receipts, Reconcile, .)How do I access BANK TRANSACTIONS?

  • April 1, 2024
  • 1 reply
  • 0 views
I am trying to manually upload bank transactions from my bank in QBO format to Quickbooks, but when I follow the QBO Onlines, I am never able to open the "Bank Transactions" page where I would be able to choose UPLOAD TRANSACTIONS

1 reply

DivinaMercy_N
April 1, 2024

I'll ensure you'll be able to upload your bank transactions in QuickBooks Online (QBO), Infoss. I'm here to guide you throughout the process. 

 

Being unable to see some pages in your QBO account might be caused by corrupted cache files. To verify this, I recommend logging in using a private mode. This does not store cache and will let you have a smooth browsing experience. Below are the shortcut keys you can use:

 

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

 

Once signed in, go to the Transactions menu again and click the Bank transactions option. 

 

To proceed, follow along below: 

 

  1. Click the Upload transactions option and select the select files button.
  2. Next, choose the file where your bank transactions are allocated.
  3. Then, click Continue.
  4. In the QuickBooks Account drop-down, choose the bank account where you want to put the bank transactions.
  5. Select Continue.
  6. Fill in the needed details in the Let's set up your file in QuickBooks page. Then, click Continue.
  7. Select all the transactions you want to upload and click Continue.
  8. Choose Yes to confirm and then, select Done.

 

If you're able to see the page without issue, go back to your regular browser and clear the cache to eliminate piled-up data that might cause the issue. If the same thing happens, I recommend using another supported browser or device. Maybe the current one you're using has a temporary issue with the program. 

 

For guidance, check this article: Manually upload transactions into QuickBooks Online. 

 

Once the transactions are in, your next step is to categorize and match them in QBO.

 

I'm just a post away to help if you have any other banking concerns. Please don't hesitate to leave a reply below. Have a good one.