Hello there, Douglas Porter.
Thanks for the detailed information about your banking concern. To get you back on track, let’s perform some basic troubleshooting steps.
To import data successfully with a CSV file, you must use either the 3-column or 4-column temple. If an incorrectly formatted file is uploaded, the option will gray out or you will receive an error.
Here’s an article that contains information on how to refine the formatting of the template. These tips will help you successfully upload the file: Format CSV files in Excel to get bank transactions into QuickBooks.
After reviewing the spreadsheet, you can start importing it to QBSE. Let me help and guide you through the process.
- Log in to your QBSE account to access the Transactions tab.
- Click the drop-down menu next to Add transaction.
- Select Import transactions and make sure it's the same account where you downloaded the data.
- Choose Import older transactions under the Action column.
- Click the Browse button and locate the file you've exported above.
- Select Include all transactions and then review your transactions.
- Hit the Continue button.
- Click OK then Done.
If you get the same result, sign in to QBSE using the incognito mode or private browsing. This is to identify if this is a cache-related issue.
Here’s how:
- Google Chrome: Press CTRL + Shift + N
- Mozilla Firefox: Press CTRL+ Shift + P
- Safari: Press Command + Shift + N
If you can import the transactions smoothly, clear the cache of your regular browser. When you visit a website, the browser stores information, files, downloads, etc.
These old files can cause some display or access problems. Clearing the cache will help applications run better on your computer including QBSE. Otherwise, use another browser when importing the transactions.
For additional resources, this article provides information on how to bring transactions to QBSE and steps to categorize them: Manually import transactions.
Please let me know if there’s anything else I can help you find in QBSE. I’m always here to assist further. Have a good one.
