Hello there, kdock268.
QuickBooks Online (QBO) supports importing files for transactions using specific formats like CSV and QBO for linked bank accounts.
To make sure we're on the same page, are you trying to add income, an expense, or upload a bank transaction manually? Have you encountered any issues while adding the transaction, such as error messages, buttons not working, or a freezing page?
If your current file isn’t supported by QuickBooks (for example, a PDF or image file), you need to convert the file into a compatible format like CSV. Once the file is ready, here’s how you can import transactions:
- Go to Transactions from the left tab menu, then choose Bank Transactions.
- In the Bank Transaction section, click the dropdown menu and select Upload bank statement.
- Follow the onscreen steps to import the CSV file.
- Select Import.
However, if the issue persists or having an issue when adding (income, expense), I suggest processing this in an incognito or private browsing window. It’s also helpful to use a supported browser, such as Google Chrome, Microsoft Edge, or Safari. Unsupported or outdated browsers may cause certain features to not load properly.
If you have any further questions or need assistance with QuickBooks, feel free to click the Reply button.
