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We appreciate your contribution to the Community, @info-thewellest-. Organizing your bank transactions is vital for ensuring a seamless financial workflow. Keeping your financial records in order is not just a matter of convenience; it is essential for effective financial management. By accurately tracking and managing your transactions, you can gain a clearer understanding of your financial situation, make informed decisions, and ultimately achieve your financial goals. Let’s collaborate closely to enhance the way you track, categorize, and manage your bank transactions
To effectively manage your bank transactions and expenses, you have two options. The first option is to connect your bank to online banking, which allows for automatic synchronization of your bank transactions. The second option is to manually import the transactions. Let me walk you through the process.
Here's how:
Once done, you can now proceed to categorize your transactions according to their respective accounts.
Moreover, you can also reach out to your accountant for the accuracy of your categorization.
Finally, I'm adding this article as your reference for setting up rules to categorize your transactions automatically: Set up bank rules to categorize online banking transactions in QuickBooks Online.
It's always a pleasure to assist you. You can always come back to this post if you have additional questions about managing your bank transactions or other related tasks. I'll be sure to be around to offer support and guide you throughout the process. Have a good one!
I'm also in the same boat and have been manually uploading my transactions since there's no option to be able to log into Sutton Bank for this. But now it won't even let me do that! When I click Next after selecting the csv, the dropdown to choose the account to apply it to is completely blank and won't let me select anything.
Thanks for getting involved with this thread, info1933.
Since you're unable to see an option to choose an account when uploading transactions, I'd recommend checking your browser. It's possible this could have something to do with temporary internet files. Browsing applications store these types of records, but sometimes they can cause issues with certain webpages. You can open a private window and check to see if pages load properly.
Here's how to access incognito mode in some of the most commonly used web browsers:
If your option to choose an account displays while browsing privately, it's safe to say this problem's being caused by your browser. It can be fixed by clearing cached data and Intuit-specific cookies.
In the event it continues not displaying properly while browsing in incognito mode, you'll initially want to try switching to another browsing application.
Here's a list of supported browsers:
You can also check a browser's compatibility with QuickBooks by utilizing our browser health checkup tool. QuickBooks supports the current and two previous versions of browsers. If you find that you're using an unsupported version, make sure to update it to its latest release. Steps for doing so can be found on the particular company's website.
In the event you've found no problems that could be causing this with your browser, you'll want to check the operating system and internet speed you're working with.
Here's our recommended operating systems and internet speeds:
If you meet our system requirements, but your option to choose an account still isn't displaying properly, I'd recommend using a different device and/or internet connection. If it continues happening on other devices and internet connections, you'll want to get in touch with our Customer Care team. They'll be able to pull up the account in a secure environment, conduct further research, and create an investigation ticket if necessary.
They can be reached while you're signed in.
Here's how:
Be sure to review their support hours so you'll know when agents are available.
I've also included a couple detailed resources about system requirements and uploading transactions which may come in handy moving forward:
I'll be here to help if there's any additional questions. Have a lovely Wednesday!
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