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Everything you need to know about banking in QuickBooks Online - Discover more
adamgeoffrey
Level 1

When I try to upload a manual bank transactions using QBP Plus - I cannot select the account.

I cannot use online bank transactions but I download the CSV file - when I go into the upload menu QBO comes back asking me what account is this in relation to - only problem is QBO will not let me select the actual account - no accounts are listed.

2 REPLIES 2
GeorgiaC
QuickBooks Team

When I try to upload a manual bank transactions using QBP Plus - I cannot select the account.

Hi adamgeoffrey, thanks for posting on the Community

 

To check for any browser issues that may be causing this, please begin by uploading the file by signing into QuickBooks through a different web browser or incognito window.

 

If you're able to select the account there, consider clearing the cache and Intuit-specific cookies on your preferred browser to allow QuickBooks to load as expected on your next visit. 

4Gal
Level 11

When I try to upload a manual bank transactions using QBP Plus - I cannot select the account.

@adamgeoffrey 

Try opening your QBO account on any private/incognito browser. If the same error persists, use the trial version of csv2qbo converter tool to isolate the problem.

https://www.moneythumb.com/?ref=110

 

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