Importing transactions from credit card and bank account

Nice to have you in the Community space, Jeff. I'm here to provide a workaround to this bank transaction syncing issue you encountered in QuickBooks Online (QBO).

First off, can you please share the name of your financial institution? This way, I can check to see if there are any ongoing issues with your bank on my end.

The syncing of bank transactions in QuickBooks Online (QBO) will depend on your financial institution. Thus, I suggest importing your bank transactions from the 16th through the latest date for each month to QBO.

We can use the CSV file from your bank's website to continue bringing them to QuickBooks. Just make sure it's in the correct format and that the maximum file size is 350 KB before you upload it. Here's how:

1. Go to the Banking menu on the left pane.
2. From the Banking tab, select the blue tile for the account to which the transactions will be uploaded.
3. Select the Link account drop-down arrow, and then click Upload from file.
4. Tap on Browse and select the file you downloaded, then select Continue.
   
   
5. In the QuickBooks account ▼ dropdown, select the account you want to upload the transactions into. Then click Continue.
6. Match the columns on the file with the correct fields in QuickBooks, then choose Continue.
   
   
7. Select the transactions you would like to import, then click Continue.
8. Tap on Yes, then click Done.
   
   

For more information about this process, you can visit this article: Manually upload transactions into QuickBooks Online.

Additionally, here are some articles that you can read to help speed up the review process of your online bank transactions:

• Categorize and match online bank transactions in QuickBooks Online
• Set up bank rules to categorize online banking transactions in QuickBooks Online

I'm always around and ready to help if you have more questions about managing your bank transactions in QBO. Just click the Reply button to add your comment so I can assist you further. Have a good one!

hi there,

i am having a terrible time importing txns for my credit card account.  not sure why.

the tabs you are referring to aren't there anymore (maybe they changed the program?)

anyway, i exported OFX and i can't import.  help!

@jillatbackbone 

You can use ofx2qbo converter tool. It's one time license

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

I'm sad to hear you're experiencing difficulties with importing transactions for your credit card account, and it seems that the tabs you were previously referring to are no longer available, @jillatbackbone.

Rest assured, I'm here to help you resolve this issue and ensure a smooth importing process for your credit card transactions.

But before that, may I know if you receive an error message when importing the data? Aside from that, can you provide a screenshot of the tab you're referring to? Any additional information and screenshots you can share would be greatly appreciated. Our goal is to ensure that we offer you precise steps and accurate information to resolve this matter.

Additionally, let's make sure to use the correct file format when importing your transactions in QBO. Keep in mind, that the maximum file size is 350 KB. If the file is too big, shorten the date range and download transactions in smaller batches. This way, you can import your data successfully in QBO. 

Finally, I've added a link you can check out that provides answers to frequently asked questions about importing data in QBO. It includes an explanation of what types of data can be imported into QBO: Common questions about importing data to QuickBooks Online.

Keep me in the loop if you have other concerns, @jillatbackbone. I look forward to assisting you further and ensuring a smooth importing experience for your credit card transactions.

This is Lanae and I'm looking for articles to help me with my problem. The second photo you are showing here where I should have a dropdown for a Quickbooks account, It is not highlighted and doesn't give me a dropdown. Can you help me? The continue button also won't allow me to move on so i'm stuck.

I can definitely help you, Lanae. My goal is to work alongside you to overcome this roadblock and figure out the reason behind the missing dropdown when selecting a specific QuickBooks account. Together, we'll troubleshoot this issue, enabling you to move forward with your work and successfully upload your transactions. I'm committed to finding a solution that will get you back on track.
 

At this time, there is no ongoing investigation about a missing dropdown when choosing the account from which the transactions are imported. As a result, you are also unable to click the Continue button.


 

In the meantime, let's perform some troubleshooting steps to rule out the possibility of a browser issue. Sometimes, accumulated cache files in your browser cause unexpected behavior, such as the one you're experiencing. Start by logging in to your QuickBooks Online (QBO) account using an incognito or private window. Please refer to the keyboard shortcuts below:
 

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

After doing so, check if the dropdown is now visible. If this resolves the problem, return to your default browser and clear the cache to refresh the page. Alternatively, other supported browsers could be utilized. 

Dropping a comment below is the easiest way to get in touch with me here in the Community forum if you have additional queries about importing transactions, Cjjcmg. Remember, I'm dedicated to helping you navigate our program with ease and efficiency.