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jeffriesplumbing
Level 1

Cant upload credit card statement to be reconciled. the statement is from td bank and is downloaded in the quickbooks format. help pls

keep getting wrong format error.
2 Comments 2
Trish_T
QuickBooks Team

Cant upload credit card statement to be reconciled. the statement is from td bank and is downloaded in the quickbooks format. help pls

Hi jeffriesplumbing,

 

Welcome to Community! Having your bank statements automatically uploaded in QuickBooks Online is beneficial when reconciling. I'd be happy to provide some insight here!

 

The bank statement feature is only available in QuickBooks Online Essentials, Plus, Advanced, and Accountant products. If you aren't currently subscribed to one of these products, you'll need to upgrade your subscription. However, it's also possible that your bank may not support the statement option. To see which banks support this feature, click here.  Uploading the statement into QuickBooks Online, will always be in .pdf format.  However, if you're wanting to upload transactions, the file should be in .csv format. 

 

Here's how to upload your bank statement;

 

1. Open your Settings ⚙ and select Reconcile
2. Choose the Account to be reconciled from the ▼ dropdown menu 

Note; If you see the View statements option, you can get your bank statements directly from your bank for this account.

3. Select View statements 

4. When you're ready, hit Start reconciling or Resume reconciling

 

If you experience the same error message, clear cache on your browser, then log into your QuickBooks Online account from a private/incognito window.  For additional assistance, contact us outside of Community, so we can look into this further from our end.

 

Please don't hesitate to reach out again, if you have any other questions.  We would be glad to help!

4Gal
Level 11

Cant upload credit card statement to be reconciled. the statement is from td bank and is downloaded in the quickbooks format. help pls

@jeffriesplumbing 

Try opening your QBO account on any private/incognito browser.

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