Learn what to do if you have issues when you manually upload bank and credit card transactions into QuickBooks Online.
In QuickBooks Online, you can manually upload your bank transactions. If you can't upload them, or you get an error, don't worry. These are usually temporary and easy to fix.
Follow the specific steps below for the message you see.
(Errors are in alphabetical order)
"An Online Banking update is currently in progress"
QuickBooks is doing its daily download of your recent bank and credit card transactions. You'll need to wait a little while until it finishes to avoid errors.
"Bank Error" or "(Error)"
Hover over ! Bank Error to see an explanation and your financial institution's contact info. Most of the time, these issues need to be fixed on your bank's end.
In the meantime, you can:
- Shorten the date range to download a smaller file from your bank.
- Download a different file type from your bank. If you still see issues, reach out to your bank for support.
"Errors with Sub/Parent account download," "(Parent Account Error)," or "(Sub-account Error)"
If you need to add payments to the one that's not connected:
You can upload transactions into parent or subaccounts. However, if the related parent or subaccount is already set up for online banking, you may see an error. You can connect either the parent or subaccount, but not both.
- Temporarily disconnect the connected parent or subaccount from online banking.
- Upload the file.
- Reconnect the original parent or subaccount to online banking.
"The uploaded file contains invalid transaction amount information."
This can happen if one of your transactions has 12 or more digits. QuickBooks can't upload transactions this large.
If you need, you can also reformat your CSV before you upload them.
"The uploaded file is of a different type than these accounts."
This can happen if you're uploading a file for a different type of account than the one you selected. For instance, if you chose checking but you're uploading transactions from your savings account.
You can select Cancel to go back and select another account. You can also select OK to continue with the download.
"QuickBooks Online couldn't upload your file. Please click Save again, or try again later."
There's a temporary server problem with QuickBooks. Wait a few minutes and then you can try again.
"We were unable to upload the file. Please start over and re-select the file you want to upload."
Your upload timed out. It's just a hiccup - wait a few minutes and upload it again.
You can also check the account type.
Make sure you don't import to a subaccount, which is a current limitation. If you need to do so:
- Connect the subaccount directly to the bank feed
- Or, manually enter the transaction in QuickBooks Online.
Contact Support if you have a unique subaccount setup so we can help you identify the best way to move forward.