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vpinkham1
September 10, 2023
Question

Why can I no longer select a bank account when manually uploading banking transactions?

  • September 10, 2023
  • 4 replies
  • 0 views

I habitually upload banking transactions manually every week using a QBO file downloaded from my bank.  For some reason, today I cannot.  I have downloaded the QBO file; I begin the upload process by selecting the QBO file and clicking Continue.  On the next screen, I normally would select the bank account and begin the import.  HOWEVER I cannot select the bank account - the drop down is greyed out and I cannot go any further.  I thought maybe the QBO file was corrupt - so I re-downloaded it from the bank.  That didn't work.  I then downloaded a CSV file instead and tried to import that.  However the same problem - it won't let me select a bank.  I know the bank still exists.  I see it.

Hoping someone can help??

    4 replies

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    Ethel_A12
    September 10, 2023

    Welcome to the Community, @vpinkham1.

     

    I'll help you resolve the issue of being unable to import your transactions to QuickBooks Online.

     

    Before doing so, I would like to ask the name of your financial institution. This way, I can check if there are reports for that specific bank.

     

    Currently, there are no updates or changes when importing bank transactions. I recommend checking if there are changes with your financial institution. You can log in to your bank's website and checking for messages, alerts, or updates. This will check whether your bank is undergoing maintenance or experiencing server issues.

     

    I'm adding this article to help you reviewing your downloaded transactions by matching or adding them in QuickBooks Online: Categorize online bank transactions in QuickBooks Online.

     

    Don't hesitate to comment below for additional information and if you have questions about importing bank transactions. I'm always here to help. Have a great day.

    K
    kwolck
    September 10, 2023

    I reported this in another thread.  It's not the bank.  I took an old QBO file that imported fine last week and tried to re-import the exact SAME FILE and it does not import.   There's no import in the audit log, no error messages, it just says it imported but it doesn't.   I've tried clearing browser data, going incognito, using different computers, different user logins.   Something changed that might not effect every institutions' QBO export design, but it clearly affecting some of your users, so please don't try to research the bank.  If last week's file imported and this week the SAME file cannot, it is a QB issue.

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      Maybelle_S
      September 11, 2023

      I want to ensure this is taken care of, kwolck.

       

      In order for us to review your account, we'll have to do it securely to protect your privacy. Since Community is a public forum, we're unable to pull up your account information here. That said, it's best to contact our Customer Support Team so they can further determine the cause of the problem. They also have the ability to raise an investigation if necessary.

       

      1. Click Help on the top right corner of the screen.
      2. Go to the Search tab, then click the Contact Us button.
      3. Enter a brief description of your concern in the description box.
      4. Proceed with Continue, then choose Chat or Callback.

       

      Additionally, refer to this article for other options when contacting them. You can also scroll down to the bottom to see their support schedules and hours: QuickBooks Online Support. 

       

      Let me know if you have more concerns about bank accounts. I’ve always got your back. Stay safe!

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      User9192
      September 16, 2023

      I have the same issue. Is there a resolution yet? Thanks!

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      ew0054
      February 1, 2024

      I have the same issue.  Seems to be intermittent.  Customer support is useless, as to be expected.

       

      I was able to get it to work accidentally by starting to type the name of my account into the greyed out drop down box.

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        vsheridan
        July 16, 2024

        I was able to successfully import/upload a csv file to the account by going incognito in Chrome (CTRL + SHIFT + N).

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          JorgetteG
          July 16, 2024

          I'm delighted to hear that you managed to successfully import a CSV file to your account using incognito mode, vsheridan. Thank you for confirming and for informing us about it. 

           

          Should you require further assistance or have any concerns related to QuickBooks, please feel free to get in touch. We're dedicated to providing you with the support and assistance you need.

          A
          akeaglevet
          October 2, 2024

          I was too lazy to reopen QBO (with it's 5 million opening steps) in an incognito window so I just turned on a VPN. That made the account selector work and I imported the qbo file. Yep, useless d*mn customer support. I'm actually in the process of ditching QBO finally and good riddance to this we-gotcha-pay-more-for-less business model.

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