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ganjomani
September 27, 2024
Question

How can I get the CSV upload function to stop glitching every time I try to upload transactions? It does not show any accounts to upload transactions to.

  • September 27, 2024
  • 1 reply
  • 0 views
The function to upload CSVs keeps glitching every month when trying to upload transactions. It does NOT show any accounts. I have to log out of QBO and then log back in for them to show up - every month. It is becoming embarrassing/frustrating when trying to train clients. Cookies and Cache and every other possible area QBO will suggest has already been deleted.  The problem persists. Computer/Browser has been restarted/updated. Different browser is not an option for us since all our work is done through Chrome. This has been happening for months along with the tax module not loading and needing to log out and back in to fix that also. I really need some fixed for these problems since it has been happening for MONTHS.

1 reply

H
Henock K
September 28, 2024

Hi ganjomani,

 

Welcome to the Community. It's important that you're able to import your bank transactions into your QuickBooks account to ensure your books are up to date. I'd be glad to help. 

 

I can see that you've completed the browser troubleshooting steps. I recommend contacting our customer support team. They'll be able to take a closer look at your account regarding this. Here are the options available to reach out to our team. 

 

  • Phone: Call us at 1-855-253-1536 from Monday to Friday between the hours of 9 AM and 8 PM EST.
  • Schedule a Callback or start a Chat: click (?)Help in the upper right in QuickBooks Online > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.

 

Let me know if you have questions, I'll be happy to help.

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