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anthony-ginandol
Level 1

When uploading bank transactions as a csv file it won't let me select the columns in the drop down it says "select statement field" but there is nothing in the drop down

 
1 REPLY 1
MelroseV
QuickBooks Team

When uploading bank transactions as a csv file it won't let me select the columns in the drop down it says "select statement field" but there is nothing in the drop down

Welcome to the Community space, anthony. Let's perform some troubleshooting steps so that you can successfully upload your bank transaction in QuickBooks Online (QBO).

 

But before we proceed, ensure that the format of the CSV file is correct. You may check this article for more details about the formatting: Format CSV files in Excel to get bank transactions into QuickBooks.

 

Since you're unable to select the columns on your end, we can open your account in an incognito mode to see if this has something to do with your browser.

 

Here's how to access incognito mode in some of the most commonly used web browsers:

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + N
  • Safari: Command + Option + P

 

If you're able to select the columns in the dropdown by browsing privately, it's safe to say that it's being caused by the browser. It can be fixed by clearing your cache and cookies.

 

In the event it continues occurring while using incognito, you'll initially have to try switching to another browsing application.

 

Here's a list of supported browsers:

  • Google Chrome
  • Mozilla Firefox
  • Safari 11 or newer

 

Once you can upload your transaction successfully, you can start categorizing your transactions to add them to the correct category and reconcile them to avoid discrepancies. With that, I’ll leave you with these resources for complete guidelines:

 

 

Keep me updated in the comments if you have further questions about your transaction in QuickBooks Online. I'm just a reply away. Keep safe and have a good one.

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