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vivian-oneclicks
Level 1
posted
‎March 17, 2024 07:38 AM
last updated ‎March 17, 2024 7:38 AM

After uploading the csv file to manually import bank transactions, I couldn't select or type anything in the dropdown selection of Quickbooks Account.

I have successfully imported current account transactions, but when I import credit card transactions, I faced the same problem, but I was able to type in "Credit card" in the selection box that to enable to continue bottom. But this time , I tried to import 3rd bank account data, it disabled the selection or type function. So I am unable to continue to import data.
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2 Comments 2
vivian-oneclicks
Level 1
‎March 17, 2024 07:58 AM

After uploading the csv file to manually import bank transactions, I couldn't select or type anything in the dropdown selection of Quickbooks Account.

I managed to resolve the issue by trying a different browser. It looks like it was a cache and cookies problem. 

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jeanbiverly_
QuickBooks Team
QuickBooks Team
‎March 17, 2024 08:23 AM

After uploading the csv file to manually import bank transactions, I couldn't select or type anything in the dropdown selection of Quickbooks Account.

Hey there, Vivian.

 

We're delighted to hear that you've managed to import your credit card transactions. We appreciate you for the troubleshooting steps you have performed.

 

Now that you've imported your transactions, you can categorise them to gain insights into where your business is making and spending money. You can also create bank rules to streamline the categorization process. Moreover, reconcile your accounts to ensure they always match your bank and credit card statements.

 

If you have any additional concerns apart from importing your credit card transactions, please don't hesitate to post them here in the Community. We're always glad to assist you. Take care and stay safe!

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